Liberty Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-588	Closed	-$133K	–	643
2021 Q3	$133K	Buy	588 +211	+56%	+$46.8K	0.05%	233
2021 Q2	$87K	Buy	377 +1	+0.3%	+$225	0.03%	228
2021 Q1	$79K	Hold	376	–	–	0.04%	213
2020 Q4	$79K	Buy	376 +209	+125%	+$36.6K	0.04%	211
2020 Q3	$25K	Buy	167 +91	+120%	+$13.7K	0.01%	364
2020 Q2	$11K	Buy	76 +67	+744%	+$8.79K	0.01%	471
2020 Q1	$1K	Sell	9 -25	-74%	-$3.73K	﹤0.01%	810
2019 Q4	$6K	Buy	34 +25	+278%	+$3.95K	﹤0.01%	641
2019 Q3	$1K	Hold	9	–	–	﹤0.01%	799
2019 Q2	$1K	Hold	9	–	–	﹤0.01%	828
2019 Q1	$1K	Hold	9	–	–	﹤0.01%	680
2018 Q4	$1K	Buy	+9	New	+$1.34K	﹤0.01%	713