Triad Financial Advisors’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
Sell
-1,584
Closed -$352K 114
2021
Q4
$352K Buy
+1,584
New +$352K 0.21% 71