Triangle Securities Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,660	Closed	-$531K	–	205
2025 Q1	$531K	Buy	+2,660	New	+$577K	0.14%	149
2016 Q2	–	Sell	-2,017	Closed	-$223K	–	124
2016 Q1	$223K	Buy	+2,017	New	+$209K	0.15%	126
2015 Q4	–	Sell	-2,966	Closed	-$324K	–	125
2015 Q3	$324K	Buy	2,966 +200	+7%	+$23.7K	0.25%	102
2015 Q2	$345K	Hold	2,766	–	–	0.24%	102
2015 Q1	$344K	Hold	2,766	–	–	0.24%	102
2014 Q4	$331K	Buy	+2,766	New	+$316K	0.24%	98
2014 Q3	–	Sell	-1,816	Closed	-$216K	–	124
2014 Q2	$216K	Buy	+1,816	New	+$206K	0.17%	120
2013 Q3	–	Sell	-1,820	Closed	-$177K	–	255
2013 Q2	$177K	Buy	+1,820	New	+$174K	0.13%	124