Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $12.1K | Hold |
42
| – | – | ﹤0.01% | 325 |
|
|
2024
Q3 | $11.9K | Hold |
42
| – | – | ﹤0.01% | 310 |
|
|
2024
Q2 | $11K | Hold |
42
| – | – | ﹤0.01% | 312 |
|
|
2024
Q1 | $11.4K | Hold |
42
| – | – | 0.01% | 326 |
|
|
2023
Q4 | $10.6K | Sell |
42
-266
| -86% | -$67K | 0.01% | 320 |
|
|
2023
Q3 | $69K | Hold |
308
| – | – | 0.04% | 170 |
|
|
2023
Q2 | $74.7K | Hold |
308
| – | – | 0.04% | 167 |
|
|
2023
Q1 | $69.8K | Hold |
308
| – | – | 0.03% | 170 |
|
|
2022
Q4 | $66.1K | Buy |
+308
| New | +$66.1K | 0.04% | 173 |
|
|
2022
Q1 | – | Sell |
-53
| Closed | -$15K | – | 351 |
|
|
2021
Q4 | $15K | Buy |
+53
| New | +$15K | 0.01% | 291 |
|