Lake Point 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
2022
Q2
$118K Hold
2022
Q1
$143K Hold
2021
Q4
$155K Hold
2021
Q3
$153K Hold
2021
Q2
$160K Buy
2020
Q1
$80K Sell
2019
Q4
$126K Buy
2019
Q1
Sell
2018
Q4
$2K Buy