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Sonen Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Sonen Capital’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
Q4 		$393K Hold
1,956
– – 0.74% 49
2023
Q3 		$347K Hold
1,956
– – 0.68% 55
2023
Q2 		$366K Hold
1,956
– – 0.61% 55
2023
Q1 		$349K Buy
+1,956
New +$349K 0.59% 57