McGlone Suttner Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-545
Closed -$109K 498
2023
Q4
$109K Buy
+545
New +$109K 0.02% 206