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Wolf Group Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Wolf Group Capital Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,275
Closed -$210K – 125
2022
Q3 		$210K Buy
1,275
+1
+0.1% +$182 0.12% 105
2022
Q2 		$216K Hold
1,274
– – 0.11% 103
2022
Q1 		$262K Sell
1,274
-2,682
-68% -$547K 0.13% 94
2021
Q4 		$880K Buy
3,956
+2,643
+201% +$597K 0.14% 91
2021
Q3 		$287K Hold
1,313
– – 0.16% 87
2021
Q2 		$301K Hold
1,313
– – 0.16% 84
2021
Q1 		$290K Buy
1,313
+59
+5% +$12.9K 0.17% 85
2020
Q4 		$246K Buy
+1,254
New +$219K 0.15% 85

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