Waypoint Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$355K Hold
2024
Q2
$326K Sell
2024
Q1
$464K Hold
2023
Q4
$443K Hold
2023
Q3
$390K Buy
2023
Q2
$280K Hold
2023
Q1
$267K Hold
2022
Q4
$261K Sell
2022
Q3
$394K Hold
2022
Q2
$406K Buy