Accel Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-162
| Closed | -$36.7K | – | 531 |
|
|
2023
Q1 | $36.7K | Hold |
162
| – | – | 0.02% | 551 |
|
|
2022
Q4 | $34.8K | Sell |
162
-1
| -0.6% | -$215 | 0.02% | 428 |
|
|
2022
Q3 | $36K | Buy |
163
+30
| +23% | +$6.63K | 0.02% | 435 |
|
|
2022
Q2 | $28K | Hold |
133
| – | – | 0.02% | 464 |
|
|
2022
Q1 | $34K | Hold |
133
| – | – | 0.02% | 443 |
|
|
2021
Q4 | $39K | Hold |
133
| – | – | 0.02% | 423 |
|
|
2021
Q3 | $39K | Hold |
133
| – | – | 0.03% | 369 |
|
|
2021
Q2 | $41K | Hold |
133
| – | – | 0.03% | 374 |
|
|
2021
Q1 | $40K | Buy |
133
+11
| +9% | +$3.31K | 0.03% | 354 |
|
|
2020
Q4 | $35K | Buy |
+122
| New | +$35K | 0.03% | 371 |
|