Girard Partners’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
2024
Q2
Sell
-985
Closed -$207K 262
2024
Q1
$207K Buy
+985
New +$207K 0.02% 257
2018
Q4
Sell
-469
Closed -$79K 522
2018
Q3
$79K Buy
+469
New +$79K 0.01% 380