Bel Air Investment Advisors’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
2021
Q2
$2.62M Sell
11,432
-585
-5% -$134K 0.08% 108
2021
Q1
$2.66M Buy
+12,017
New +$2.66M 0.08% 113
2013
Q3
$854K Buy
+8,011
New +$854K 0.12% 63