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Private Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Private Wealth Partners’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,411
Closed -$234K – 120
2019
Q4 		$234K Hold
1,411
– – 0.03% 112
2019
Q3 		$214K Hold
1,411
– – 0.03% 114
2019
Q2 		$219K Buy
+1,411
New +$219K 0.03% 120