ZWJ Investment Counsel’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	$361K	Sell	1,674 -6	-0.4%	-$1.3K	0.01%	163
2025 Q1	$335K	Buy	1,680 +28	+2%	+$5.59K	0.01%	174
2024 Q4	$365K	Buy	1,652 +498	+43%	+$110K	0.02%	166
2024 Q3	$255K	Sell	1,154 -30	-3%	-$6.63K	0.01%	192
2024 Q2	$240K	Buy	+1,184	New	+$240K	0.01%	200