Laidlaw Wealth 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 Q1	–	Sell	-2,188	Closed	-$439K	–	206
2023 Q4	$439K	Buy	2,188 +411	+23%	+$73.6K	0.16%	144
2023 Q3	$314K	Sell	1,777 -1,616	-48%	-$303K	0.1%	194
2023 Q2	$635K	Buy	3,393 +808	+31%	+$144K	0.12%	179
2023 Q1	$461K	Sell	2,585 -424	-14%	-$78.1K	0.09%	211
2022 Q4	$525K	Buy	3,009 +412	+16%	+$73.3K	0.11%	189
2022 Q3	$428K	Buy	2,597 +612	+31%	+$112K	0.1%	188
2022 Q2	$336K	Sell	1,985 -239	-11%	-$44.1K	0.07%	250
2022 Q1	$457K	Sell	2,224 -793	-26%	-$162K	0.08%	227
2021 Q4	$671K	Buy	+3,017	New	+$682K	0.11%	189
2021 Q1	–	Sell	-2,789	Closed	-$547K	–	289
2020 Q4	$547K	Buy	2,789 +1,303	+88%	+$228K	0.12%	179
2020 Q3	$223K	Buy	+1,486	New	+$224K	0.1%	185