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TCWP’s iShares Russell 2000 ETF IWM Stock Holding History

TCWP’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,628
Closed -$275K – 278
2022
Q2 		$275K Buy
1,628
+815
+100% +$138K 0.06% 219
2022
Q1 		$166K Buy
+813
New +$166K 0.03% 282