Lumature Wealth Partners’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
2023
Q2
$82.7K Hold
2023
Q1
$78.8K Hold
2022
Q4
$77K Hold
2022
Q3
$73K Buy
2022
Q2
$74K Buy
2022
Q1
$90K Sell
2021
Q4
$101K Buy
2021
Q3
$95K Buy
2021
Q2
$100K Hold
2021
Q1
$96K Buy
2020
Q4
$85K Buy