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Phoenix Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Phoenix Wealth Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-29
Closed -$7K – 384
2021
Q2 		$7K Hold
29
– – 0.01% 315
2021
Q1 		$6K Hold
29
– – ﹤0.01% 315
2020
Q4 		$6K Buy
+29
New +$6K ﹤0.01% 314