Planning Capital Management Corporation’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 Q3	$159K	Buy	721 +68	+10%	+$15K	0.11%	98
2024 Q2	$132K	Buy	653 +1	+0.2%	+$203	0.09%	117
2024 Q1	$137K	Buy	652 +1	+0.2%	+$210	0.1%	107
2023 Q4	$131K	Buy	+651	New	+$131K	0.1%	112