Baker Tilly 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
2023
Q2
Sell
-951
Closed -$216K 561
2023
Q1
$216K Buy
+951
New +$216K 0.02% 513
2022
Q1
Sell
-858
Closed -$251K 546
2021
Q4
$251K Buy
858
+132
+18% +$38.6K 0.03% 461
2021
Q3
$213K Buy
+726
New +$213K 0.03% 481