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TruWealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

TruWealth Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,650
Closed -$323K – 113
2020
Q4 		$323K Buy
+1,650
New +$323K 0.05% 81