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Legacy Financial Strategies’s iShares Russell 2000 ETF IWM Stock Holding History

Legacy Financial Strategies’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,515
Closed -$264K – 74
2022
Q4 		$264K Buy
+1,515
New +$264K 0.11% 58