Triad Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$325K	Buy	+1,507	New	+$325K	0.07%	204
2024 Q3	–	Sell	-214	Closed	-$43.4K	–	473
2024 Q2	$43.4K	Buy	+214	New	+$43.4K	0.02%	249