Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $276K | Sell |
1,219
-212
| -15% | -$48.1K | 0.17% | 47 |
|
|
2022
Q4 | $307K | Sell |
1,431
-20
| -1% | -$4.29K | 0.2% | 48 |
|
|
2022
Q3 | $310K | Sell |
1,451
-64
| -4% | -$13.7K | 0.21% | 49 |
|
|
2022
Q2 | $345K | Buy |
+1,515
| New | +$345K | 0.21% | 49 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 366 |
|
|
2020
Q4 | – | Sell |
-70
| Closed | -$16K | – | 742 |
|
|
2020
Q3 | $16K | Hold |
70
| – | – | 0.01% | 183 |
|
|
2020
Q2 | $14K | Hold |
70
| – | – | 0.01% | 189 |
|
|
2020
Q1 | $11K | Hold |
70
| – | – | 0.01% | 195 |
|
|
2019
Q4 | $15K | Hold |
70
| – | – | 0.01% | 189 |
|
|
2019
Q3 | $13K | Buy |
70
+55
| +367% | +$10.2K | 0.02% | 222 |
|
|
2019
Q2 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 456 |
|