Legacy Capital Group California’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
2023 Q4	–	Sell	-1,182	Closed	-$209K	–	290
2023 Q3	$209K	Buy	1,182 +4	+0.3%	+$707	0.09%	258
2023 Q2	$221K	Sell	1,178 -8,162	-87%	-$1.53M	0.09%	245
2023 Q1	$1.67M	Buy	+9,340	New	+$1.67M	0.81%	20