Level Financial Advisors’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
2024
Q1
Sell
-13
Closed -$2.66K 169
2023
Q4
$2.66K Hold
13
﹤0.01% 233
2023
Q3
$2.32K Sell
13
-41
-76% -$7.32K ﹤0.01% 242
2023
Q2
$10.1K Buy
+54
New +$10.1K 0.01% 190