Swaine & Leidel Wealth Services’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
2022
Q1
$735 Buy
+735
New +$735 0.57% 40
2021
Q3
$689K Buy
+3,154
New +$689K 0.61% 34
2021
Q1
$735K Buy
+3,325
New +$735K 0.47% 46
2019
Q3
Sell
-1,756
Closed -$273K 67
2019
Q2
$273K Buy
+1,756
New +$273K 0.29% 46