CWM
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Certus Wealth Management’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Certus Wealth Management’s Portfolio SIZE Stock Details SIZE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,826
Closed -$1.08M – 62
2023
Q2 		$1.08M Buy
+8,826
New +$1.08M 1.08% 26