Authentikos Wealth Advisory’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
Q4
Sell
-7,111
Closed -$1.26M 307
2023
Q3
$1.26M Sell
7,111
-222
-3% -$39.2K 1.21% 21
2023
Q2
$1.37M Sell
7,333
-308
-4% -$57.7K 1.3% 22
2023
Q1
$1.33M Buy
+7,641
New +$1.33M 1.35% 19