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Curated Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Curated Wealth Partners’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-7,507
Closed -$1.67M – 148
2022
Q1 		$1.67M Hold
7,507
– – 0.57% 19
2021
Q4 		$1.67M Buy
+7,507
New +$1.67M 0.54% 20