Forza 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
Q4
Sell
-2,280
Closed -$511K 179
2023
Q3
$511K Hold
2,280
0.26% 109
2023
Q2
$553K Buy
2,280
+40
+2% +$9.71K 0.28% 102
2023
Q1
$508K Buy
+2,240
New +$508K 0.26% 114