Northstar Advisory Group’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
-11,068
Closed -$2.22M 100
2023
Q4
$2.22M Buy
+11,068
New +$2.22M 1.32% 23
2022
Q3
Sell
-1,373
Closed -$233K 86
2022
Q2
$233K Buy
+1,373
New +$233K 0.17% 72