Lionsbridge Wealth Management’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 Q2	–	Sell	-6,422	Closed	-$1.35M	–	59
2024 Q1	$1.35M	Sell	6,422 -58	-0.9%	-$12.2K	1.04%	34
2023 Q4	$1.3M	Buy	6,480 +2,351	+57%	+$472K	1.04%	31
2023 Q3	$730K	Sell	4,129 -10	-0.2%	-$1.77K	0.69%	40
2023 Q2	$775K	Buy	+4,139	New	+$775K	0.69%	36