Elmwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-25
| Closed | -$7K | – | 211 |
|
|
2021
Q4 | $7K | Buy |
+25
| New | +$7K | ﹤0.01% | 306 |
|
|
2021
Q2 | $8K | Hold |
25
| – | – | ﹤0.01% | 266 |
|
|
2021
Q1 | $8K | Buy |
+25
| New | +$8K | ﹤0.01% | 254 |
|
|
2020
Q3 | $10K | Hold |
50
| – | – | 0.01% | 189 |
|
|
2020
Q2 | $10K | Buy |
+50
| New | +$10K | 0.01% | 189 |
|
|
2019
Q4 | – | Sell |
-50
| Closed | -$10K | – | 169 |
|
|
2019
Q3 | $10K | Hold |
50
| – | – | 0.01% | 181 |
|
|
2019
Q2 | $10K | Hold |
50
| – | – | 0.01% | 197 |
|
|
2019
Q1 | $10K | Hold |
50
| – | – | 0.01% | 192 |
|
|
2018
Q4 | $8K | Hold |
50
| – | – | 0.01% | 205 |
|
|
2018
Q3 | $10.8K | Hold |
50
| – | – | 0.01% | 199 |
|
|
2018
Q2 | $10.2K | Buy |
+50
| New | +$10.2K | 0.01% | 198 |
|