Minot Wealth Management’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
Q2
$621K Hold
2022
Q1
$753K Sell
2021
Q4
$856K Sell
2021
Q3
$842K Buy
2021
Q2
$855K Sell
2021
Q1
$871K Buy
2020
Q4
$672K Buy
2020
Q3
$479K Sell
2020
Q2
$582K Sell
2020
Q1
$561K Sell
2019
Q4
$7.19M Buy