Cumberland 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
Q3
Sell
-39,883
Closed -$9.15M 63
2021
Q2
$9.15M Buy
39,883
+806
+2% +$185K 2.15% 13
2021
Q1
$8.63M Buy
39,077
+939
+2% +$207K 2.14% 15
2020
Q4
$7.48M Buy
+38,138
New +$7.48M 2.74% 12