Financial Advisory Group’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
2023
Q3
Sell
-857
Closed -$209K 85
2023
Q2
$209K Buy
+857
New +$209K 0.04% 84
2020
Q1
Sell
-1,232
Closed -$204K 72
2019
Q4
$204K Sell
1,232
-200
-14% -$33.1K 0.05% 76
2019
Q3
$217K Buy
+1,432
New +$217K 0.06% 70