Waverton Investment Management’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
2024 Q4	–	Sell	-5,003	Closed	-$1.11M	–	105
2024 Q3	$1.11M	Hold	5,003	–	–	0.02%	68
2024 Q2	$1.02M	Buy	+5,003	New	+$1.02M	0.02%	69