Avid Wealth Partners’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
2024 Q2	–	Sell	-1,324	Closed	-$278K	–	43
2024 Q1	$278K	Sell	1,324 -42,984	-97%	-$9.04M	0.22%	34
2023 Q4	$8.89M	Buy	+44,308	New	+$8.89M	8.82%	5