Carlson Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.3M | Hold |
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|
2024
Q3 | $1.28M | Hold |
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|
2024
Q2 | $1.18M | Hold |
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|
2024
Q1 | $1.22M | Hold |
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|
2023
Q4 | $1.14M | Hold |
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|
2023
Q3 | $1.01M | Hold |
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|
2023
Q2 | $1.09M | Hold |
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|
2023
Q1 | $1.02M | Hold |
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|
2022
Q4 | $965K | Hold |
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|
2022
Q3 | $930K | Sell |
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|
2022
Q2 | $1.19M | Hold |
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|
2022
Q1 | $1.48M | Sell |
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|
2021
Q4 | $1.87M | Sell |
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|
2021
Q3 | $2.07M | Buy |
|