Ellevest Inc’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 |
-274
| Closed | -$62.1K | – | 992 |
|
|
2023
Q1 | $62.1K | Hold |
274
| – | – | ﹤0.01% | 546 |
|
|
2022
Q4 | $58.8K | Buy |
274
+76
| +38% | +$16.3K | ﹤0.01% | 565 |
|
|
2022
Q3 | $41K | Hold |
198
| – | – | ﹤0.01% | 635 |
|
|
2022
Q2 | $41K | Buy |
198
+130
| +191% | +$26.9K | ﹤0.01% | 610 |
|
|
2022
Q1 | $17K | Hold |
68
| – | – | ﹤0.01% | 771 |
|
|
2021
Q4 | $20K | Buy |
68
+1
| +1% | +$294 | ﹤0.01% | 716 |
|
|
2021
Q3 | $20K | Hold |
67
| – | – | ﹤0.01% | 664 |
|
|
2021
Q2 | $21K | Hold |
67
| – | – | ﹤0.01% | 635 |
|
|
2021
Q1 | $20K | Hold |
67
| – | – | ﹤0.01% | 658 |
|
|
2020
Q4 | $19K | Hold |
67
| – | – | ﹤0.01% | 643 |
|
|
2020
Q3 | $15K | Sell |
67
-168
| -71% | -$37.6K | ﹤0.01% | 578 |
|
|
2020
Q2 | $49K | Hold |
235
| – | – | 0.01% | 358 |
|
|
2020
Q1 | $37K | Buy |
235
+168
| +251% | +$26.5K | 0.01% | 295 |
|
|
2019
Q4 | $14K | Hold |
67
| – | – | ﹤0.01% | 482 |
|
|
2019
Q3 | $13K | Hold |
67
| – | – | ﹤0.01% | 208 |
|
|
2019
Q2 | $13K | Hold |
67
| – | – | 0.01% | 226 |
|
|
2019
Q1 | $13K | Hold |
67
| – | – | 0.01% | 171 |
|
|
2018
Q4 | $11K | Buy |
+67
| New | +$11K | 0.01% | 370 |
|