Wells Financial Advisors’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
2021 Q2	–	Sell	-1,768	Closed	-$391K	–	62
2021 Q1	$391K	Sell	1,768 -92	-5%	-$20.3K	0.35%	33
2020 Q4	$365K	Buy	+1,860	New	+$365K	0.31%	29