Alan B. Lancz & Associates’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
2023 Q2	–	Sell	-800	Closed	-$143K	–	155
2023 Q1	$143K	Hold	800	–	–	0.15%	159
2022 Q4	$150K	Hold	800	–	–	0.15%	164
2022 Q3	$132K	Hold	800	–	–	0.16%	157
2022 Q2	$150K	Buy	+800	New	+$150K	0.15%	156