LWM Advisory Services’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
2022
Q4
Sell
2022
Q3
$207K Buy
2022
Q2
Sell
2022
Q1
$440K Sell
2021
Q4
$502K Buy