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Pinnacle Wealth Management Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-3,800
Closed -$609K 121
2021
Q3
$609K Sell
3,800
-1,000
-21% -$160K 0.46% 51
2021
Q2
$796K Buy
+4,800
New +$796K 0.58% 45