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Tandem Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Tandem Wealth Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-167
Closed -$29.2K – 61
2022
Q4 		$29.2K Buy
+167
New +$29.2K 0.02% 68