Cornell Pochily 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
Q3 | – | Sell |
-1,082
| Closed | -$263K | – | 171 |
|
|
2023
Q2 | $263K | Hold |
1,082
| – | – | 0.11% | 153 |
|
|
2023
Q1 | $246K | Hold |
1,082
| – | – | 0.11% | 155 |
|
|
2022
Q4 | $232K | Hold |
1,082
| – | – | 0.1% | 155 |
|
|
2022
Q3 | $224K | Hold |
1,082
| – | – | 0.1% | 152 |
|
|
2022
Q2 | $223K | Hold |
1,082
| – | – | 0.1% | 156 |
|
|
2022
Q1 | $277K | Hold |
1,082
| – | – | 0.11% | 144 |
|
|
2021
Q4 | $317K | Hold |
1,082
| – | – | 0.12% | 138 |
|
|
2021
Q3 | $318K | Hold |
1,082
| – | – | 0.14% | 136 |
|
|
2021
Q2 | $337K | Hold |
1,082
| – | – | 0.15% | 131 |
|
|
2021
Q1 | $325K | Hold |
1,082
| – | – | 0.16% | 127 |
|
|
2020
Q4 | $310K | Buy |
+1,082
| New | +$310K | 0.15% | 123 |
|