Roosevelt Investment Group’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
2022
Q3
$522K Hold
3,167
0.04% 177
2022
Q2
$536K Buy
+3,167
New +$536K 0.04% 172