9258 Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $212K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $327K | Sell |
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|
2023
Q4 | $306K | Sell |
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|
2023
Q3 | $308K | Sell |
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|
2023
Q2 | $361K | Sell |
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|
2023
Q1 | $338K | Hold |
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|
2022
Q4 | $319K | Sell |
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|
2022
Q3 | $328K | Sell |
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|
2022
Q2 | $331K | Sell |
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|
2022
Q1 | $478K | Sell |
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|
2021
Q4 | $554K | Buy |
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|
2021
Q3 | $288K | Sell |
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|
2021
Q2 | $306K | Buy |
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|
2021
Q1 | $294K | Hold |
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|
2020
Q4 | $281K | Buy |
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