B&D White Capital Company’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
-954
Closed -$201K 54
2024
Q1
$201K Buy
+954
New +$201K 0.04% 58
2022
Q1
Sell
-954
Closed -$212K 68
2021
Q4
$212K Hold
954
0.07% 51
2021
Q3
$208K Buy
+954
New +$208K 0.08% 74