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Asset Planning Corporation’s iShares Russell 2000 ETF IWM Stock Holding History

Asset Planning Corporation’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,338
Closed -$298K – 36
2021
Q4 		$298K Buy
+1,338
New +$298K 0.25% 29
2021
Q1 		– Sell
-160
Closed -$31K – 49
2020
Q4 		$31K Buy
+160
New +$31K 0.03% 57