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Kiely Wealth Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

Kiely Wealth Advisory Group’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$158K Hold
695
– – 0.1% 70
2024
Q3 		$165K Hold
695
– – 0.1% 66
2024
Q2 		$143K Hold
695
– – 0.08% 60
2024
Q1 		$139K Sell
695
-56
-7% -$11.2K 0.08% 57
2023
Q4 		$148K Buy
+751
New +$148K 0.09% 56