WIA

Wetzel Investment Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,287	Closed	-$331K	–	134
2025 Q1	$331K	Buy	5,287 +964	+22%	+$60.3K	0.17%	86
2024 Q4	$294K	Buy	4,323 +361	+9%	+$24.5K	0.15%	95
2024 Q3	$268K	Buy	+3,962	New	+$268K	0.13%	102