Royal Harbor Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$5.18M Buy
2023
Q2
Sell
2023
Q1
$1.99M Sell
2022
Q4
$4.02M Buy
2022
Q3
$2.16M Buy
2020
Q3
Sell
2020
Q2
$2.25M Buy