LeJeune Puetz Investment Counsel’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
Q1
$144K Buy
805
+105
+15% +$18.7K 0.05% 179
2022
Q4
$122K Hold
700
0.05% 186
2022
Q3
$115K Hold
700
0.05% 185
2022
Q2
$118K Hold
700
0.05% 184
2022
Q1
$143K Hold
700
0.05% 176
2021
Q4
$156K Hold
700
0.05% 176
2021
Q3
$153K Hold
700
0.06% 172
2021
Q2
$161K Hold
700
0.06% 169
2021
Q1
$155K Hold
700
0.06% 168
2020
Q4
$137K Hold
700
0.06% 172
2020
Q3
$105K Hold
700
0.05% 172
2020
Q2
$100K Buy
+700
New +$100K 0.05% 168
2020
Q1
Sell
-700
Closed -$116K 179
2019
Q4
$116K Hold
700
0.05% 175
2019
Q3
$106K Hold
700
0.05% 173
2019
Q2
$109K Hold
700
0.06% 172
2019
Q1
$107K Buy
+700
New +$107K 0.06% 170
2018
Q4
Sell
-700
Closed -$118K 173
2018
Q3
$118K Hold
700
0.07% 154
2018
Q2
$115K Hold
700
0.07% 155
2018
Q1
$106K Hold
700
0.07% 143
2017
Q4
$107K Hold
700
0.07% 147
2017
Q3
$104K Buy
+700
New +$104K 0.07% 144