Mowery & Schoenfeld 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
Q3
Sell
-70
Closed -$14.2K 252
2024
Q2
$14.2K Buy
+70
New +$14.2K 0.02% 159