Valley Financial Management’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 Q1	–	Sell	-145	Closed	-$25.3K	–	48
2022 Q4	$25.3K	Sell	145 -20,308	-99%	-$3.54M	0.01%	40
2022 Q3	$3.37M	Buy	+20,453	New	+$3.37M	2.02%	15