ELCO Management’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
2024
Q4
Sell
-2,555
Closed -$564K 169
2024
Q3
$564K Hold
2,555
0.3% 76
2024
Q2
$518K Buy
2,555
+650
+34% +$132K 0.3% 73
2024
Q1
$401K Buy
1,905
+600
+46% +$126K 0.24% 93
2023
Q4
$262K Buy
+1,305
New +$262K 0.17% 113