Lucia Wealth Services’s iShares Russell 2000 ETF IWM Stock Holding History

Lucia Wealth Services’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
2020 Q1	–	Sell
2019 Q4	$59K	Hold
2019 Q3	$54K	Sell
2019 Q2	$107K	Sell
2019 Q1	$530K	Sell
2018 Q4	$890K	Buy
2018 Q3	$46K	Hold
2018 Q2	$44K	Buy
2018 Q1	$21K	Buy