Adamsbrown Wealth Consultants’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
2022
Q2
Sell
-1,038
Closed -$213K 89
2022
Q1
$213K Sell
1,038
-399
-28% -$81.9K 0.17% 87
2021
Q4
$320K Buy
+1,437
New +$320K 0.29% 58