Harvest Group Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$276K Sell
2022
Q4
$307K Sell
2022
Q3
$310K Sell
2022
Q2
$345K Buy
2021
Q1
Hold
2020
Q4
Sell
2020
Q3
$16K Hold
2020
Q2
$14K Hold
2020
Q1
$11K Hold
2019
Q4
$15K Hold
2019
Q3
$13K Buy
2019
Q2
$3K Buy