Kiely Wealth Advisory Group’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
Q4
$158K Hold
2024
Q3
$165K Hold
2024
Q2
$143K Hold
2024
Q1
$139K Sell
2023
Q4
$148K Buy