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Concentric Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Concentric Wealth Management’s Portfolio IWO Stock Details IWO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$311K Hold
1,094
– – 0.08% 114
2024
Q2 		$287K Sell
1,094
-35
-3% -$9.19K 0.07% 112
2024
Q1 		$306K Buy
+1,129
New +$306K 0.08% 113