Valtinson Bruner Financial Planning’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	-1,211	Closed	-$269K	–	99
2021 Q4	$269K	Buy	1,211 +119	+11%	+$26.4K	0.15%	79
2021 Q3	$248K	Sell	1,092 -8,543	-89%	-$1.94M	0.14%	79
2021 Q2	$2.1M	Sell	9,635 -10,035	-51%	-$2.18M	1.2%	28
2021 Q1	$4.41M	Buy	+19,670	New	+$4.41M	2.6%	13