Lantz Financial’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
2024
Q3
Sell
-1,715
Closed -$348K 236
2024
Q2
$348K Buy
+1,715
New +$348K 0.11% 152