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WCG Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

WCG Wealth Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,857
Closed -$652K – 218
2022
Q3 		$652K Buy
3,857
+1,551
+67% +$262K 0.09% 162
2022
Q2 		$391K Buy
+2,306
New +$391K 0.05% 187