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

TPB 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 		$496K Sell
2,778
-4,058
-59% -$725K 0.27% 32
2022
Q4 		$1M Buy
6,836
+3,151
+86% +$462K 0.51% 32
2022
Q3 		$608K Sell
3,685
-828
-18% -$137K 0.29% 32
2022
Q2 		$765K Buy
+4,513
New +$765K 0.34% 35