Keystone Financial Group (Kentucky)’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
2022
Q2
Sell
-1,290
Closed -$265K 297
2022
Q1
$265K Sell
1,290
-383
-23% -$78.7K 0.05% 246
2021
Q4
$372K Buy
+1,673
New +$372K 0.06% 205
2018
Q1
Sell
-2,318
Closed -$351K 171
2017
Q4
$351K Buy
+2,318
New +$351K 0.22% 83