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Vantage Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Vantage Wealth’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,281
Closed -$458K – 36
2023
Q4 		$458K Buy
+2,281
New +$458K 0.1% 33