Canton Hathaway’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
Q4 | – | Sell |
-145
| Closed | -$33K | – | 247 |
|
|
2023
Q3 | $33K | Sell |
145
-15
| -9% | -$3.41K | 0.01% | 179 |
|
|
2023
Q2 | $39K | Hold |
160
| – | – | 0.01% | 172 |
|
|
2023
Q1 | $36K | Hold |
160
| – | – | 0.01% | 172 |
|
|
2022
Q4 | $34K | Sell |
160
-25
| -14% | -$5.31K | 0.01% | 183 |
|
|
2022
Q3 | $38K | Hold |
185
| – | – | 0.01% | 167 |
|
|
2022
Q2 | $38K | Hold |
185
| – | – | 0.01% | 182 |
|
|
2022
Q1 | $47K | Hold |
185
| – | – | 0.01% | 190 |
|
|
2021
Q4 | $54K | Sell |
185
-11
| -6% | -$3.21K | 0.01% | 183 |
|
|
2021
Q3 | $58K | Hold |
196
| – | – | 0.02% | 172 |
|
|
2021
Q2 | $61K | Hold |
196
| – | – | 0.02% | 149 |
|
|
2021
Q1 | $59K | Hold |
196
| – | – | 0.02% | 154 |
|
|
2020
Q4 | $56K | Buy |
+196
| New | +$56K | 0.02% | 158 |
|