RFS

Retirement Financial Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-53,950	Closed	-$10.1M	–	40
2023 Q2	$10.1M	Buy	53,950 +8,223	+18%	+$1.54M	6.94%	7
2023 Q1	$8.16M	Buy	45,727 +2,927	+7%	+$522K	6.48%	7
2022 Q4	$7.46M	Buy	+42,800	New	+$7.46M	6.34%	7