GoalVest Advisory’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 |
-4
| Closed | -$1.14K | – | 411 |
|
|
2024
Q3 | $1.14K | Hold |
4
| – | – | ﹤0.01% | 358 |
|
|
2024
Q2 | $1.05K | Sell |
4
-76
| -95% | -$20K | ﹤0.01% | 301 |
|
|
2024
Q1 | $21.7K | Buy |
+80
| New | +$21.7K | 0.01% | 264 |
|
|
2023
Q4 | – | Sell |
-38
| Closed | -$8.52K | – | 434 |
|
|
2023
Q3 | $8.52K | Buy |
+38
| New | +$8.52K | ﹤0.01% | 304 |
|
|
2021
Q1 | – | Sell |
-32
| Closed | -$9K | – | 205 |
|
|
2020
Q4 | $9K | Buy |
+32
| New | +$9K | 0.01% | 169 |
|