Financial Planners of Cleveland’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
2022
Q2
Sell
-52,295
Closed -$10.7M 24
2022
Q1
$10.7M Buy
52,295
+31,604
+153% +$6.49M 4.51% 8
2021
Q4
$4.41M Buy
+20,691
New +$4.41M 1.79% 10