White Lighthouse Investment Management’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
2023
Q4
Sell
-1,171
Closed -$207K 123
2023
Q3
$207K Buy
+1,171
New +$207K 0.05% 115
2020
Q1
Sell
-1,340
Closed -$222K 118
2019
Q4
$222K Buy
+1,340
New +$222K 0.08% 123