AWS
AJ Wealth Strategies’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,036
| Closed | -$297K | – | 264 |
|
|
2020
Q4 | $297K | Sell |
1,036
-19
| -2% | -$5.45K | 0.03% | 194 |
|
|
2020
Q3 | $234K | Hold |
1,055
| – | – | 0.02% | 191 |
|
|
2020
Q2 | $218K | Buy |
+1,055
| New | +$218K | 0.02% | 183 |
|
|
2020
Q1 | – | Sell |
-1,055
| Closed | -$226K | – | 185 |
|
|
2019
Q4 | $226K | Hold |
1,055
| – | – | 0.03% | 109 |
|
|
2019
Q3 | $203K | Hold |
1,055
| – | – | 0.03% | 110 |
|
|
2019
Q2 | $212K | Hold |
1,055
| – | – | 0.03% | 97 |
|
|
2019
Q1 | $207K | Buy |
+1,055
| New | +$207K | 0.03% | 99 |
|
|
2018
Q4 | – | Sell |
-1,055
| Closed | -$227K | – | 101 |
|
|
2018
Q3 | $227K | Hold |
1,055
| – | – | 0.04% | 93 |
|
|
2018
Q2 | $216K | Buy |
+1,055
| New | +$216K | 0.04% | 88 |
|