Whitaker-Myers Wealth Managers’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
2024 Q4	–	Sell	-1,108	Closed	-$245K	–	133
2024 Q3	$245K	Sell	1,108 -1,712	-61%	-$378K	0.08%	96
2024 Q2	$572K	Sell	2,820 -2,487	-47%	-$505K	0.21%	53
2024 Q1	$1.12M	Buy	+5,307	New	+$1.12M	0.47%	36