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Atlas Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Atlas Financial Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,705
Closed -$289K – 17
2022
Q2 		$289K Buy
1,705
+52
+3% +$8.81K 0.33% 15
2022
Q1 		$339K Buy
+1,653
New +$339K 0.34% 17