Galvin Gaustad & Stein’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
Q1 | – | Sell |
-1,280
| Closed | -$275K | – | 170 |
|
|
2022
Q4 | $275K | Sell |
1,280
-43
| -3% | -$9.22K | 0.03% | 137 |
|
|
2022
Q3 | $273K | Sell |
1,323
-152
| -10% | -$31.4K | 0.03% | 138 |
|
|
2022
Q2 | $304K | Buy |
1,475
+484
| +49% | +$99.8K | 0.03% | 137 |
|
|
2022
Q1 | $253K | Hold |
991
| – | – | 0.02% | 152 |
|
|
2021
Q4 | $290K | Hold |
991
| – | – | 0.03% | 150 |
|
|
2021
Q3 | $291K | Hold |
991
| – | – | 0.03% | 154 |
|
|
2021
Q2 | $309K | Hold |
991
| – | – | 0.03% | 160 |
|
|
2021
Q1 | $298K | Sell |
991
-235
| -19% | -$70.7K | 0.03% | 158 |
|
|
2020
Q4 | $351K | Buy |
+1,226
| New | +$351K | 0.04% | 146 |
|