LAS
LWM Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,236
| Closed | -$207K | – | 108 |
|
|
2022
Q3 | $207K | Buy |
+1,236
| New | +$207K | 0.23% | 115 |
|
|
2022
Q2 | – | Sell |
-2,157
| Closed | -$440K | – | 119 |
|
|
2022
Q1 | $440K | Sell |
2,157
-98
| -4% | -$20K | 0.55% | 54 |
|
|
2021
Q4 | $502K | Buy |
+2,255
| New | +$502K | 0.62% | 46 |
|