Altavista 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 | $352K | Hold |
1,202
| – | – | 0.07% | 148 |
|
|
2021
Q3 | $353K | Hold |
1,202
| – | – | 0.08% | 138 |
|
|
2021
Q2 | $375K | Buy |
1,202
+69
| +6% | +$21.5K | 0.08% | 138 |
|
|
2021
Q1 | $341K | Hold |
1,133
| – | – | 0.08% | 139 |
|
|
2020
Q4 | $325K | Sell |
1,133
-100
| -8% | -$28.7K | 0.08% | 141 |
|
|
2020
Q3 | $273K | Hold |
1,233
| – | – | 0.08% | 142 |
|
|
2020
Q2 | $255K | Buy |
+1,233
| New | +$255K | 0.07% | 144 |
|
|
2020
Q1 | – | Sell |
-1,183
| Closed | -$253K | – | 163 |
|
|
2019
Q4 | $253K | Buy |
1,183
+1
| +0.1% | +$214 | 0.08% | 152 |
|
|
2019
Q3 | $228K | Hold |
1,182
| – | – | 0.07% | 156 |
|
|
2019
Q2 | $237K | Hold |
1,182
| – | – | 0.08% | 145 |
|
|
2019
Q1 | $232K | Buy |
+1,182
| New | +$232K | 0.08% | 143 |
|