True Wealth Design’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
2023
Q4
Sell
-29
Closed -$5.13K 798
2023
Q3
$5.13K Buy
+29
New +$5.13K ﹤0.01% 231
2023
Q1
Sell
-119
Closed -$20.7K 881
2022
Q4
$20.7K Buy
+119
New +$20.7K 0.01% 185