WESPAC Advisors SoCal’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 Q4	–	Sell	-925	Closed	-$204K	–	82
2021 Q3	$204K	Sell	925 -2,100	-69%	-$463K	0.07%	83
2021 Q2	$694K	Buy	+3,025	New	+$694K	0.23%	59