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Truvvo Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Truvvo Partners’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,950
Closed -$303K – 48
2019
Q2 		$303K Buy
+1,950
New +$301K 0.22% 40
2019
Q1 		– Sell
-2,115
Closed -$283K – 30
2018
Q4 		$283K Hold
2,115
– – 0.23% 35
2018
Q3 		$357K Hold
2,115
– – 0.26% 43
2018
Q2 		$347K Hold
2,115
– – 0.25% 45
2018
Q1 		$321K Hold
2,115
– – 0.12% 84
2017
Q4 		$322K Sell
2,115
-400
-16% -$60.1K 0.11% 113
2017
Q3 		$373K Hold
2,515
– – 0.12% 109
2017
Q2 		$354K Hold
2,515
– – 0.13% 108
2017
Q1 		$346K Sell
2,515
-290
-10% -$39.6K 0.16% 102
2016
Q4 		$378 Buy
+2,805
New +$358K 0.13% 108

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