Strait & Sound Wealth Management’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
2024 Q3	–	Sell	-1,395	Closed	-$283K	–	149
2024 Q2	$283K	Buy	1,395 +35	+3%	+$7.1K	0.14%	113
2024 Q1	$275K	Hold	1,360	–	–	0.15%	106
2023 Q4	$258K	Buy	+1,360	New	+$258K	0.16%	106