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FOCUS Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

FOCUS Wealth Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,128
Closed -$376K – 59
2023
Q3 		$376K Buy
+2,128
New +$376K 0.26% 50