9258 Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $212K | Buy |
+748
| New | +$212K | 0.03% | 334 |
|
|
2024
Q2 | – | Sell |
-1,209
| Closed | -$327K | – | 350 |
|
|
2024
Q1 | $327K | Sell |
1,209
-6
| -0.5% | -$1.63K | 0.05% | 258 |
|
|
2023
Q4 | $306K | Sell |
1,215
-161
| -12% | -$40.6K | 0.05% | 252 |
|
|
2023
Q3 | $308K | Sell |
1,376
-111
| -7% | -$24.9K | 0.06% | 240 |
|
|
2023
Q2 | $361K | Sell |
1,487
-2
| -0.1% | -$485 | 0.07% | 231 |
|
|
2023
Q1 | $338K | Hold |
1,489
| – | – | 0.07% | 236 |
|
|
2022
Q4 | $319K | Sell |
1,489
-97
| -6% | -$20.8K | 0.07% | 240 |
|
|
2022
Q3 | $328K | Sell |
1,586
-19
| -1% | -$3.93K | 0.08% | 223 |
|
|
2022
Q2 | $331K | Sell |
1,605
-264
| -14% | -$54.4K | 0.08% | 232 |
|
|
2022
Q1 | $478K | Sell |
1,869
-22
| -1% | -$5.63K | 0.11% | 195 |
|
|
2021
Q4 | $554K | Buy |
1,891
+911
| +93% | +$267K | 0.13% | 177 |
|
|
2021
Q3 | $288K | Sell |
980
-3
| -0.3% | -$882 | 0.08% | 267 |
|
|
2021
Q2 | $306K | Buy |
983
+4
| +0.4% | +$1.25K | 0.08% | 259 |
|
|
2021
Q1 | $294K | Hold |
979
| – | – | 0.09% | 250 |
|
|
2020
Q4 | $281K | Buy |
+979
| New | +$281K | 0.09% | 239 |
|