HC Financial Advisors’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
2022
Q2
$25K Buy
2022
Q1
$14K Hold
2021
Q4
$16K Hold
2021
Q3
$15K Hold
2021
Q2
$16K Hold
2021
Q1
$15K Sell
2020
Q4
$15K Buy
2020
Q3
$10K Hold
2020
Q2
$10K Hold
2020
Q1
$8K Buy