Mitsubishi UFJ Morgan Stanley Securities’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	-9,075	Closed	-$1.82M	–	35
2023 Q4	$1.82M	Buy	9,075 +3,338	+58%	+$670K	10.5%	2
2023 Q3	$1.01M	Sell	5,737 -2,303	-29%	-$407K	4.55%	6
2023 Q2	$1.51M	Buy	+8,040	New	+$1.51M	8.8%	3