Gunn & Company Investment Management’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
2024
Q3
$765K Sell
2024
Q2
$3.84M Buy
2024
Q1
$765K Sell
2023
Q4
$1.66M Buy
2023
Q3
$643K Buy