Watts Gwilliam & Co’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 Q1	$869K	Buy	4,357 +2,073	+91%	+$414K	0.19%	92
2024 Q4	$509K	Buy	2,284 +202	+10%	+$45K	0.11%	124
2024 Q3	$453K	Buy	+2,082	New	+$453K	0.1%	130
2024 Q1	$1.32M	Buy	+6,385	New	+$1.32M	0.41%	56