Argent 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
2020
Q2
$1.02M Sell
6,473
-569
-8% -$89.5K 0.17% 75
2020
Q1
$793K Sell
7,042
-811
-10% -$91.3K 0.16% 76
2019
Q4
$1.3M Buy
+7,853
New +$1.3M 0.22% 71