Elk River Wealth Management’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
Q2 | – | Sell |
-903
| Closed | -$205K | – | 110 |
|
|
2023
Q1 | $205K | Buy |
+903
| New | +$205K | 0.05% | 105 |
|
|
2022
Q2 | – | Sell |
-931
| Closed | -$238K | – | 113 |
|
|
2022
Q1 | $238K | Hold |
931
| – | – | 0.05% | 109 |
|
|
2021
Q4 | $273K | Hold |
931
| – | – | 0.06% | 110 |
|
|
2021
Q3 | $273K | Hold |
931
| – | – | 0.07% | 103 |
|
|
2021
Q2 | $290K | Sell |
931
-10
| -1% | -$3.12K | 0.08% | 99 |
|
|
2021
Q1 | $283K | Hold |
941
| – | – | 0.08% | 99 |
|
|
2020
Q4 | $270K | Buy |
+941
| New | +$270K | 0.09% | 105 |
|