55I LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$278K Sell
2022
Q2
$341K Sell
2022
Q1
$674K Buy
2021
Q4
$579K Buy
2021
Q3
$367K Sell
2021
Q2
$414K Buy
2021
Q1
$216K Buy