Wealthstreet Investment 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
2021 Q2	–	Sell	-7,067	Closed	-$1.56M	–	209
2021 Q1	$1.56M	Sell	7,067 -1,065	-13%	-$233K	0.15%	135
2020 Q4	$1.59M	Buy	+8,132	New	+$1.42M	0.16%	130
2020 Q3	–	Sell	-3,603	Closed	-$516K	–	344
2020 Q2	$516K	Sell	3,603 -25	-0.7%	-$3.28K	0.06%	207
2020 Q1	$415K	Sell	3,628 -40	-1%	-$5.96K	0.06%	211
2019 Q4	$608K	Buy	3,668 +770	+27%	+$122K	0.07%	212
2019 Q3	$455K	Sell	2,898 -300	-9%	-$45.8K	0.06%	232
2019 Q2	$497K	Sell	3,198 -188	-6%	-$29K	0.06%	225
2019 Q1	$519K	Buy	3,386 +148	+5%	+$22.2K	0.07%	221
2018 Q4	$475K	Buy	3,238 +500	+18%	+$74.6K	0.07%	222
2018 Q3	$461K	Buy	2,738 +1,190	+77%	+$201K	0.06%	246
2018 Q2	$254K	Buy	+1,548	New	+$248K	0.03%	304