Fragasso Financial Advisors’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 |
-725
| Closed | -$206K | – | 263 |
|
|
2024
Q3 | $206K | Buy |
+725
| New | +$206K | 0.02% | 258 |
|
|
2024
Q2 | – | Sell |
-756
| Closed | -$205K | – | 262 |
|
|
2024
Q1 | $205K | Buy |
+756
| New | +$205K | 0.02% | 257 |
|
|
2022
Q2 | – | Sell |
-828
| Closed | -$212K | – | 189 |
|
|
2022
Q1 | $212K | Buy |
828
+120
| +17% | +$30.7K | 0.03% | 177 |
|
|
2021
Q4 | $207K | Buy |
+708
| New | +$207K | 0.02% | 175 |
|