Novare Capital 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
Q2
Sell
-3,414
Closed -$718K 193
2024
Q1
$718K Buy
3,414
+1,693
+98% +$356K 0.06% 120
2023
Q4
$345K Buy
+1,721
New +$345K 0.04% 139