GeoWealth 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
Q1 | – | Sell |
-108
| Closed | -$23K | – | 409 |
|
|
2022
Q4 | $23K | Sell |
108
-221
| -67% | -$47.1K | ﹤0.01% | 313 |
|
|
2022
Q3 | $68K | Sell |
329
-94
| -22% | -$19.4K | 0.01% | 283 |
|
|
2022
Q2 | $87K | Buy |
423
+71
| +20% | +$14.6K | 0.01% | 270 |
|
|
2022
Q1 | $89K | Sell |
352
-77
| -18% | -$19.5K | 0.01% | 327 |
|
|
2021
Q4 | $125K | Buy |
429
+83
| +24% | +$24.2K | 0.01% | 293 |
|
|
2021
Q3 | $102K | Buy |
+346
| New | +$102K | 0.01% | 321 |
|