AWA
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Aletheian Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Aletheian Wealth Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,765
Closed -$1.01M – 71
2022
Q4 		$1.01M Buy
+5,765
New +$1.01M 0.87% 31