Whalen Wealth 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 Q3	–	Sell	-9,132	Closed	-$1.85M	–	129
2024 Q2	$1.85M	Buy	+9,132	New	+$1.85M	1.47%	18