Surevest’s iShares Russell 2000 ETF IWM Stock Holding History

Surevest’s Portfolio IWM Stock Details IWM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$300K	Buy
2022 Q2	$139K	Buy
2022 Q1	$36K	Sell
2021 Q4	$79K	Buy
2019 Q1	–	Sell
2018 Q4	$277K	Buy