Sunbeam Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$498K Sell
1,743
-70
-4% -$20K 0.38% 49
2025
Q1
$463K Hold
1,813
0.44% 46
2024
Q4
$522K Buy
+1,813
New +$522K 0.48% 39