Destiny Wealth Partners’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
Q1 | – | Sell |
-5
| Closed | -$1.07K | – | 409 |
|
2022
Q4 | $1.07K | Hold |
5
| – | – | ﹤0.01% | 642 |
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 558 |
|
2022
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 586 |
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 516 |
|
2021
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 531 |
|
2021
Q3 | $1K | Sell |
5
-1,144
| -100% | -$229K | ﹤0.01% | 503 |
|
2021
Q2 | $358K | Buy |
1,149
+304
| +36% | +$94.7K | 0.07% | 149 |
|
2021
Q1 | $254K | Hold |
845
| – | – | 0.05% | 146 |
|
2020
Q4 | $242K | Buy |
+845
| New | +$242K | 0.05% | 192 |
|