PJB
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Paul John Balson’s iShares Russell 2000 ETF IWM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$2.5M Buy
12,747
+1,058
+9% +$207K 0.51% 15
2020
Q3
$1.75M Sell
11,689
-2,680
-19% -$401K 0.43% 17
2020
Q2
$2.06M Buy
14,369
+25
+0.2% +$3.58K 0.77% 13
2020
Q1
$1.64M Buy
+14,344
New +$1.64M 0.88% 13