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Milestone Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Milestone Wealth’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$304K Hold
1,841
– – 0.34% 32
2022
Q2 		$312K Buy
1,841
+1,830
+16,636% +$310K 0.33% 36
2022
Q1 		$2K Hold
11
– – ﹤0.01% 242
2021
Q4 		$2K Buy
+11
New +$2K ﹤0.01% 242