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Dupree Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Dupree Financial Group’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,346
Closed -$283K – 68
2024
Q1 		$283K Sell
1,346
-27
-2% -$5.68K 0.13% 49
2023
Q4 		$276K Buy
+1,373
New +$276K 0.13% 46