Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $11.6K | Buy |
54
+27
| +100% | +$5.79K | ﹤0.01% | 752 |
|
|
2022
Q3 | $6K | Sell |
27
-6
| -18% | -$1.33K | ﹤0.01% | 733 |
|
|
2022
Q2 | $6.81K | Hold |
33
| – | – | ﹤0.01% | 726 |
|
|
2022
Q1 | $8K | Buy |
+33
| New | +$8K | ﹤0.01% | 737 |
|
|
2021
Q3 | $14K | Hold |
46
| – | – | 0.01% | 606 |
|
|
2021
Q2 | $14K | Sell |
46
-2
| -4% | -$609 | 0.01% | 609 |
|
|
2021
Q1 | $14K | Buy |
+48
| New | +$14K | 0.01% | 536 |
|