Watchman Group’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
-1,845
Closed -$410K 78
2021
Q4
$410K Sell
1,845
-368
-17% -$81.8K 0.21% 64
2021
Q3
$484K Hold
2,213
0.31% 57
2021
Q2
$508K Sell
2,213
-40
-2% -$9.18K 0.3% 60
2021
Q1
$498K Sell
2,253
-70
-3% -$15.5K 0.31% 58
2020
Q4
$455K Buy
2,323
+218
+10% +$42.7K 0.3% 61
2020
Q3
$315K Buy
+2,105
New +$315K 0.23% 66