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Pacific Sun Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Pacific Sun Financial’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 		– Sell
-22,964
Closed -$3.5M – 159
2017
Q4 		$3.5M Buy
+22,964
New +$3.5M 1.92% 14