Choate Investment Advisors’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
Q2 | – | Sell |
-55
| Closed | -$12.5K | – | 353 |
|
|
2023
Q1 | $12.5K | Sell |
55
-120
| -69% | -$27.2K | ﹤0.01% | 313 |
|
|
2022
Q4 | $37.5K | Hold |
175
| – | – | ﹤0.01% | 310 |
|
|
2022
Q3 | $36K | Hold |
175
| – | – | ﹤0.01% | 277 |
|
|
2022
Q2 | $36K | Hold |
175
| – | – | ﹤0.01% | 293 |
|
|
2022
Q1 | $45K | Sell |
175
-86
| -33% | -$22.1K | ﹤0.01% | 326 |
|
|
2021
Q4 | $76K | Hold |
261
| – | – | ﹤0.01% | 304 |
|
|
2021
Q3 | $77K | Sell |
261
-50
| -16% | -$14.8K | ﹤0.01% | 274 |
|
|
2021
Q2 | $97K | Hold |
311
| – | – | 0.01% | 280 |
|
|
2021
Q1 | $94K | Hold |
311
| – | – | 0.01% | 264 |
|
|
2020
Q4 | $89K | Hold |
311
| – | – | 0.01% | 253 |
|
|
2020
Q3 | $69K | Buy |
+311
| New | +$69K | ﹤0.01% | 253 |
|