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Gimbal Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Gimbal Financial’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-66,432
Closed -$14M – 47
2024
Q1 		$14M Buy
66,432
+34,220
+106% +$7.2M 11.44% 4
2023
Q4 		$6.47M Buy
+32,212
New +$6.47M 6.48% 6