Wells Trecaso Financial 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
2021
Q3
Sell
-895
Closed -$205K 88
2021
Q2
$205K Buy
+895
New +$205K 0.1% 83