Frontier 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
Q2 | – | Sell |
-832
| Closed | -$203K | – | 413 |
|
|
2022
Q1 | $203K | Buy |
832
+1
| +0.1% | +$244 | ﹤0.01% | 375 |
|
|
2021
Q4 | $244K | Sell |
831
-1
| -0.1% | -$294 | 0.02% | 362 |
|
|
2021
Q3 | $244K | Hold |
832
| – | – | 0.02% | 369 |
|
|
2021
Q2 | $259K | Buy |
832
+1
| +0.1% | +$311 | 0.02% | 361 |
|
|
2021
Q1 | $250K | Hold |
831
| – | – | 0.02% | 337 |
|
|
2020
Q4 | $238K | Buy |
+831
| New | +$238K | 0.02% | 330 |
|
|
2019
Q2 | – | Sell |
-1,064
| Closed | -$209K | – | 340 |
|
|
2019
Q1 | $209K | Sell |
1,064
-263
| -20% | -$51.7K | 0.03% | 331 |
|
|
2018
Q4 | $223K | Sell |
1,327
-571
| -30% | -$96K | 0.03% | 312 |
|
|
2018
Q3 | $408K | Buy |
1,898
+178
| +10% | +$38.3K | 0.04% | 258 |
|
|
2018
Q2 | $351K | Buy |
+1,720
| New | +$351K | 0.05% | 268 |
|