Evensky & Katz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-41
| Closed | -$12K | – | 79 |
|
|
2024
Q3 | $12K | Sell |
41
-4
| -9% | -$1.17K | ﹤0.01% | 81 |
|
|
2024
Q2 | $12K | Hold |
45
| – | – | ﹤0.01% | 81 |
|
|
2024
Q1 | $12K | Hold |
45
| – | – | ﹤0.01% | 84 |
|
|
2023
Q4 | $11K | Buy |
45
+1
| +2% | +$244 | ﹤0.01% | 82 |
|
|
2023
Q3 | $10K | Hold |
44
| – | – | ﹤0.01% | 83 |
|
|
2023
Q2 | $11K | Hold |
44
| – | – | ﹤0.01% | 84 |
|
|
2023
Q1 | $10K | Buy |
+44
| New | +$10K | ﹤0.01% | 83 |
|
|
2022
Q2 | – | Sell |
-44
| Closed | -$11K | – | 79 |
|
|
2022
Q1 | $11K | Hold |
44
| – | – | ﹤0.01% | 74 |
|
|
2021
Q4 | $13K | Hold |
44
| – | – | ﹤0.01% | 72 |
|
|
2021
Q3 | $13K | Hold |
44
| – | – | ﹤0.01% | 69 |
|
|
2021
Q2 | $14K | Sell |
44
-9
| -17% | -$2.86K | ﹤0.01% | 70 |
|
|
2021
Q1 | $16K | Sell |
53
-6
| -10% | -$1.81K | ﹤0.01% | 71 |
|
|
2020
Q4 | $17K | Hold |
59
| – | – | ﹤0.01% | 69 |
|
|
2020
Q3 | $13K | Hold |
59
| – | – | ﹤0.01% | 73 |
|
|
2020
Q2 | $12K | Buy |
59
+1
| +2% | +$203 | ﹤0.01% | 81 |
|
|
2020
Q1 | $9K | Sell |
58
-22
| -28% | -$3.41K | ﹤0.01% | 93 |
|
|
2019
Q4 | $17K | Sell |
80
-13
| -14% | -$2.76K | ﹤0.01% | 93 |
|
|
2019
Q3 | $18K | Buy |
93
+1
| +1% | +$194 | ﹤0.01% | 102 |
|
|
2019
Q2 | $19K | Sell |
92
-11
| -11% | -$2.27K | ﹤0.01% | 101 |
|
|
2019
Q1 | $20K | Buy |
+103
| New | +$20K | ﹤0.01% | 101 |
|