BT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-728
| Closed | -$213K | – | 72 |
|
|
2021
Q4 | $213K | Hold |
728
| – | – | 0.06% | 66 |
|
|
2021
Q3 | $214K | Hold |
728
| – | – | 0.07% | 52 |
|
|
2021
Q2 | $227K | Hold |
728
| – | – | 0.07% | 53 |
|
|
2021
Q1 | $219K | Hold |
728
| – | – | 0.07% | 55 |
|
|
2020
Q4 | $209K | Buy |
+728
| New | +$209K | 0.08% | 59 |
|
|
2019
Q2 | – | Sell |
-1,590
| Closed | -$313K | – | 56 |
|
|
2019
Q1 | $313K | Sell |
1,590
-41
| -3% | -$8.07K | 0.18% | 42 |
|
|
2018
Q4 | $317K | Buy |
+1,631
| New | +$317K | 0.14% | 72 |
|