LGT Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

LGT Financial Advisors’s Portfolio IWM Stock Details IWM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell
2024 Q2	$585K	Sell
2024 Q1	$723K	Sell
2023 Q4	$691K	Buy
2023 Q3	$604K	Hold
2023 Q2	$640K	Buy
2023 Q1	–	Sell
2022 Q4	$593K	Buy