Element Pointe Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$2M Buy
2021
Q4
Sell
2021
Q3
$538K Buy
2020
Q1
Sell
2019
Q4
$1.12M Hold
2019
Q3
$1.02M Sell
2019
Q2
$1.1M Sell
2019
Q1
$1.09M Sell
2018
Q4
$5.34M Buy