Aveo Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,170
| Closed | -$301K | – | 348 |
|
|
2024
Q1 | $301K | Buy |
1,170
+209
| +22% | +$53.7K | 0.03% | 292 |
|
|
2023
Q4 | $242K | Sell |
961
-64
| -6% | -$16.1K | 0.03% | 298 |
|
|
2023
Q3 | $230K | Buy |
1,025
+76
| +8% | +$17K | 0.03% | 304 |
|
|
2023
Q2 | $230K | Buy |
949
+1
| +0.1% | +$243 | 0.03% | 307 |
|
|
2023
Q1 | $215K | Sell |
948
-148
| -14% | -$33.6K | 0.03% | 313 |
|
|
2022
Q4 | $235K | Buy |
+1,096
| New | +$235K | 0.04% | 289 |
|