Partnership Wealth 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
Q4
Sell
-315
Closed -$69.6K 125
2024
Q3
$69.6K Hold
315
0.05% 110
2024
Q2
$63.9K Hold
315
0.05% 133
2024
Q1
$66.2K Hold
315
0.05% 137
2023
Q4
$60.8K Buy
+315
New +$60.8K 0.05% 138