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SFI Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,160
Closed -$434K 89
2023
Q4
$434K Buy
+2,160
New +$434K 0.37% 52
2023
Q1
Sell
-1,315
Closed -$229K 85
2022
Q4
$229K Buy
+1,315
New +$229K 0.25% 58