Affinity 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
2021
Q4
Sell
-10,913
Closed -$3.19M 117
2021
Q3
$3.19M Sell
10,913
-3,054
-22% -$892K 0.63% 36
2021
Q2
$4.22M Sell
13,967
-29,350
-68% -$8.87M 0.84% 30
2021
Q1
$12.8M Buy
43,317
+180
+0.4% +$53.1K 2.61% 15
2020
Q4
$13.5M Buy
+43,137
New +$13.5M 2.85% 14