Precept Management’s iShares Russell 2000 ETF IWM Stock Holding History

Precept Management’s Portfolio IWM Stock Details IWM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$7.97M	Hold
2023 Q2	$8.45M	Hold
2023 Q1	$8.05M	Buy
2022 Q4	–	Hold
2022 Q3	–	Hold
2021 Q4	–	Hold
2021 Q3	–	Hold
2020 Q4	–	Hold
2020 Q3	–	Sell
2020 Q2	$13.9M	Buy
2020 Q1	–	Hold
2019 Q2	–	Sell
2019 Q1	$6.58M	Buy
2018 Q1	–	Hold
2017 Q4	–	Hold
2017 Q1	–	Hold
2016 Q4	–	Hold