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Safeguard Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Safeguard Financial’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-583
Closed -$109K – 314
2023
Q2 		$109K Buy
+583
New +$109K 0.05% 94