Summitry LLC’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
Q4
Sell
-1,431
Closed -$316K 150
2024
Q3
$316K Buy
+1,431
New +$316K 0.02% 102