DWMG
DB Wealth Management Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $130K | Hold |
516
| – | – | 0.07% | 106 |
|
|
2023
Q3 | $116K | Hold |
516
| – | – | 0.07% | 108 |
|
|
2023
Q2 | $125K | Hold |
516
| – | – | 0.08% | 100 |
|
|
2023
Q1 | $117K | Sell |
516
-70
| -12% | -$15.9K | 0.07% | 100 |
|
|
2022
Q4 | $126K | Sell |
586
-24
| -4% | -$5.15K | 0.08% | 95 |
|
|
2022
Q3 | $126K | Hold |
610
| – | – | 0.09% | 95 |
|
|
2022
Q2 | $126K | Sell |
610
-250
| -29% | -$51.6K | 0.09% | 96 |
|
|
2022
Q1 | $220K | Sell |
860
-278
| -24% | -$71.1K | 0.13% | 81 |
|
|
2021
Q4 | $333K | Sell |
1,138
-3
| -0.3% | -$878 | 0.2% | 69 |
|
|
2021
Q3 | $335K | Hold |
1,141
| – | – | 0.22% | 68 |
|
|
2021
Q2 | $356K | Sell |
1,141
-244
| -18% | -$76.1K | 0.23% | 70 |
|
|
2021
Q1 | $417K | Sell |
1,385
-20
| -1% | -$6.02K | 0.29% | 63 |
|
|
2020
Q4 | $403K | Buy |
+1,405
| New | +$403K | 0.3% | 62 |
|