Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares Russell 2000 ETF IWM Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-204
Closed -$36.1K – 271
2023
Q3 		$36.1K Buy
+204
New +$36.1K 0.01% 211