LWS Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

LWS Wealth Advisors’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$369K	Sell
2023 Q3	$331K	Buy
2023 Q2	$339K	Sell
2023 Q1	$372K	Sell
2022 Q4	$415K	Sell
2022 Q3	$662K	Sell
2022 Q2	$809K	Buy
2020 Q1	–	Sell
2019 Q4	$30K	Buy