WR Wealth Planners’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
$5.12K Hold
23
﹤0.01% 697
2024
Q3
$5.1K Buy
23
+1
+5% +$222 ﹤0.01% 739
2024
Q2
$4.47K Buy
22
+6
+38% +$1.22K ﹤0.01% 741
2024
Q1
$3.37K Buy
+16
New +$3.37K ﹤0.01% 788