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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$59.2K Hold
2024
Q2
$54.3K Buy
2024
Q1
$56.2K Buy
2023
Q4
$7.33K Buy
2023
Q3
$6.41K Buy
2023
Q2
$4.92K Buy
2023
Q1
$2.89K Hold
2022
Q4
$2.82K Buy