Fullen Financial Group’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
2023
Q1
$548K Buy
2022
Q4
$597K Sell
2022
Q3
$608K Buy
2022
Q2
$554K Buy
2022
Q1
$670K Buy
2021
Q4
$724K Sell
2021
Q3
$759K Sell
2021
Q2
$816K Sell
2021
Q1
$801K Buy
2020
Q4
$709K Sell
2020
Q3
$545K Hold
2020
Q2
$521K Buy