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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$496K Sell
2022
Q4
$1M Buy
2022
Q3
$608K Sell
2022
Q2
$765K Buy