BWM
BerganKDV Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $12.1K | Hold |
50
| – | – | ﹤0.01% | 541 |
|
|
2023
Q1 | $11.3K | Sell |
50
-22
| -31% | -$4.99K | ﹤0.01% | 583 |
|
|
2022
Q4 | $15.4K | Buy |
72
+22
| +44% | +$4.72K | ﹤0.01% | 521 |
|
|
2022
Q3 | $10K | Hold |
50
| – | – | ﹤0.01% | 570 |
|
|
2022
Q2 | $10K | Hold |
50
| – | – | ﹤0.01% | 596 |
|
|
2022
Q1 | $13K | Sell |
50
-10
| -17% | -$2.6K | ﹤0.01% | 576 |
|
|
2021
Q4 | $18K | Hold |
60
| – | – | ﹤0.01% | 560 |
|
|
2021
Q3 | $18K | Buy |
60
+50
| +500% | +$15K | ﹤0.01% | 545 |
|
|
2021
Q2 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 765 |
|
|
2020
Q1 | – | Sell |
-46
| Closed | -$10K | – | 968 |
|
|
2019
Q4 | $10K | Hold |
46
| – | – | ﹤0.01% | 528 |
|
|
2019
Q3 | $9K | Hold |
46
| – | – | ﹤0.01% | 512 |
|
|
2019
Q2 | $9K | Hold |
46
| – | – | ﹤0.01% | 529 |
|
|
2019
Q1 | $9K | Hold |
46
| – | – | ﹤0.01% | 541 |
|
|
2018
Q4 | $8K | Hold |
46
| – | – | ﹤0.01% | 508 |
|
|
2018
Q3 | $10K | Hold |
46
| – | – | ﹤0.01% | 490 |
|
|
2018
Q2 | $9K | Buy |
+46
| New | +$9K | ﹤0.01% | 514 |
|