Legacy Wealth Planning’s iShares Russell 2000 ETF IWM Stock Holding History

Legacy Wealth Planning’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$326K	Buy
2022 Q2	$213K	Buy
2022 Q1	$227K	Buy
2021 Q4	$229K	Sell
2021 Q3	$240K	Hold
2021 Q2	$252K	Buy
2021 Q1	$240K	Sell
2020 Q4	$257K	Buy
2020 Q2	–	Sell
2020 Q1	$279K	Sell
2019 Q4	$1.29M	Buy