Wealthedge Investment Advisors’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	$4.54M	Sell	21,027 -1,702	-7%	-$367K	1.89%	14
2025 Q1	$4.53M	Sell	22,729 -3,573	-14%	-$713K	2.05%	11
2024 Q4	$5.81M	Buy	+26,302	New	+$5.81M	2.62%	7