DB Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $130K | Hold |
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|
2023
Q3 | $116K | Hold |
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|
2023
Q2 | $125K | Hold |
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|
2023
Q1 | $117K | Sell |
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|
2022
Q4 | $126K | Sell |
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|
2022
Q3 | $126K | Hold |
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|
2022
Q2 | $126K | Sell |
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|
2022
Q1 | $220K | Sell |
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|
2021
Q4 | $333K | Sell |
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|
2021
Q3 | $335K | Hold |
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|
2021
Q2 | $356K | Sell |
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|
2021
Q1 | $417K | Sell |
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|
2020
Q4 | $403K | Buy |
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