Peterson 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
2022
Q1
Sell
-3,056
Closed -$680K 63
2021
Q4
$680K Buy
3,056
+113
+4% +$25.1K 0.45% 49
2021
Q3
$644K Buy
2,943
+239
+9% +$52.3K 0.5% 47
2021
Q2
$620K Buy
+2,704
New +$620K 0.48% 47