Caldwell Trust’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-398
|
|
||||
|
2022
Q3 | $82.2K | Hold |
398
|
|
||||
|
2022
Q2 | $82.1K | Hold |
398
|
|
||||
|
2022
Q1 | $102K | Hold |
398
|
|
||||
|
2021
Q4 | $117K | Hold |
398
|
|
||||
|
2021
Q3 | $117K | Buy |
398
+140
|
|
||||
|
2021
Q2 | $80.4K | Hold |
258
|
|
||||
|
2021
Q1 | $77.6K | Hold |
258
|
|
||||
|
2020
Q4 | $74K | Hold |
258
|
|
||||
|
2020
Q3 | $57.2K | Hold |
258
|
|
||||
|
2020
Q2 | $53.4K | Hold |
258
|
|
||||
|
2020
Q1 | $40.8K | Sell |
258
-40
|
|
||||
|
2019
Q4 | $63.8K | Buy |
+298
|
|