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NEIRG Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

NEIRG Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-52,678
Closed -$10.8M – 143
2022
Q1 		$10.8M Sell
52,678
-10,677
-17% -$2.19M 2.12% 13
2021
Q4 		$14.1M Buy
+63,355
New +$14.1M 2.7% 9