Moss Adams Wealth Advisors’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
2023
Q4
Sell
-429
Closed -$76.3K 150
2023
Q3
$76.3K Hold
429
0.03% 110
2023
Q2
$80.3K Sell
429
-101
-19% -$18.9K 0.03% 102
2023
Q1
$94.6K Buy
530
+101
+24% +$18K 0.03% 98
2022
Q4
$74.8K Buy
+429
New +$74.8K 0.04% 118