Householder Group Estate & Retirement Specialist’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 |
-199
| Closed | -$56K | – | 877 |
|
|
2024
Q3 | $56K | Hold |
199
| – | – | 0.02% | 461 |
|
|
2024
Q2 | $52K | Buy |
199
+150
| +306% | +$39.2K | 0.01% | 464 |
|
|
2024
Q1 | $13.3K | Hold |
49
| – | – | ﹤0.01% | 754 |
|
|
2023
Q4 | $12K | Hold |
49
| – | – | ﹤0.01% | 729 |
|
|
2023
Q3 | $11K | Buy |
+49
| New | +$11K | ﹤0.01% | 768 |
|
|
2023
Q1 | $11K | Buy |
+49
| New | +$11K | ﹤0.01% | 783 |
|
|
2022
Q4 | – | Sell |
-94
| Closed | -$19K | – | 721 |
|
|
2022
Q3 | $19K | Buy |
+94
| New | +$19K | 0.01% | 585 |
|