Triad Wealth Partners’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	$334K	Sell	1,169 -2	-0.2%	-$572	0.07%	199
2025 Q1	$299K	Sell	1,171 -3	-0.3%	-$767	0.09%	161
2024 Q4	$338K	Buy	+1,174	New	+$338K	0.12%	123
2024 Q3	–	Sell	-65	Closed	-$17.2K	–	475
2024 Q2	$17.2K	Buy	+65	New	+$17.2K	0.01%	372