Holding/activity history for iShares Russell 2000 ETF (IWM)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2023 Q4 | 1,774 | 0.01 | Buy | 0.01 | $2,914.88 |
| 2023 Q3 | 0 | 0 | Sell 100.00% | 0.00 | |
| 2023 Q2 | 1,388 | 0.00 | Buy | 0.00 | $187.32 |
| 2023 Q1 | 0 | 0 | Sell 100.00% | 0.01 | |
| 2022 Q4 | 15,902 | 0.01 | Add 19.34% | 0.00 | $174.38 |
| 2022 Q3 | 13,325 | 0.01 | Buy | 0.01 | $164.95 |
| 2022 Q2 | 0 | 0 | Sell 100.00% | 0.00 | |
| 2022 Q1 | 1,215 | 0.00 | Buy | 0.00 | $204.94 |