Freedman Financial Associates’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
Q2 | – | Sell |
-237
| Closed | -$62K | – | 225 |
|
|
2022
Q1 | $62K | Buy |
237
+39
| +20% | +$10.2K | 0.04% | 172 |
|
|
2021
Q4 | $58K | Hold |
198
| – | – | 0.04% | 180 |
|
|
2021
Q3 | $58K | Hold |
198
| – | – | 0.04% | 175 |
|
|
2021
Q2 | $62K | Hold |
198
| – | – | 0.05% | 167 |
|
|
2021
Q1 | $60K | Hold |
198
| – | – | 0.05% | 170 |
|
|
2020
Q4 | $57K | Buy |
+198
| New | +$57K | 0.05% | 165 |
|