Ballast Advisors’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
Q3 | – | Sell |
-20
| Closed | -$4.85K | – | 182 |
|
|
2023
Q2 | $4.85K | Hold |
20
| – | – | ﹤0.01% | 176 |
|
|
2023
Q1 | $4.54K | Hold |
20
| – | – | ﹤0.01% | 181 |
|
|
2022
Q4 | $4.29K | Hold |
20
| – | – | ﹤0.01% | 176 |
|
|
2022
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 173 |
|
|
2022
Q2 | $4K | Hold |
20
| – | – | ﹤0.01% | 173 |
|
|
2022
Q1 | $5K | Hold |
20
| – | – | ﹤0.01% | 178 |
|
|
2021
Q4 | $6K | Hold |
20
| – | – | ﹤0.01% | 179 |
|
|
2021
Q3 | $6K | Hold |
20
| – | – | ﹤0.01% | 174 |
|
|
2021
Q2 | $6K | Hold |
20
| – | – | ﹤0.01% | 175 |
|
|
2021
Q1 | $6K | Hold |
20
| – | – | ﹤0.01% | 171 |
|
|
2020
Q4 | $6K | Buy |
+20
| New | +$6K | ﹤0.01% | 164 |
|