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

Oak Point Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		$366K Buy
2,455
+685
+39% +$102K 0.37% 72
2017
Q4 		$270K Buy
+1,770
New +$270K 0.27% 82