Wealthspan Partners’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	$3.98M	Buy	18,467 +4,574	+33%	+$987K	1.65%	16
2025 Q1	$2.77M	Buy	13,893 +3,327	+31%	+$664K	1.28%	24
2024 Q4	$2.33M	Buy	10,566 +5,553	+111%	+$1.23M	1.12%	23
2024 Q3	$1.11M	Buy	+5,013	New	+$1.11M	0.55%	34