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Zhang Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Zhang Financial’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,856
Closed -$307K – 99
2019
Q4 		$307K Buy
+1,856
New +$307K 0.12% 76