IFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-973
| Closed | -$208K | – | 518 |
|
|
2022
Q4 | $208K | Buy |
+973
| New | +$208K | 0.02% | 459 |
|
|
2022
Q1 | – | Sell |
-738
| Closed | -$216K | – | 513 |
|
|
2021
Q4 | $216K | Sell |
738
-100
| -12% | -$29.3K | 0.02% | 463 |
|
|
2021
Q3 | $246K | Hold |
838
| – | – | 0.03% | 428 |
|
|
2021
Q2 | $261K | Sell |
838
-104
| -11% | -$32.4K | 0.03% | 413 |
|
|
2021
Q1 | $283K | Sell |
942
-323
| -26% | -$97K | 0.04% | 406 |
|
|
2020
Q4 | $362K | Buy |
1,265
+18
| +1% | +$5.15K | 0.05% | 322 |
|
|
2020
Q3 | $276K | Sell |
1,247
-45
| -3% | -$9.96K | 0.04% | 336 |
|
|
2020
Q2 | $267K | Hold |
1,292
| – | – | 0.05% | 325 |
|
|
2020
Q1 | $204K | Buy |
1,292
+142
| +12% | +$22.4K | 0.05% | 335 |
|
|
2019
Q4 | $246K | Sell |
1,150
-33
| -3% | -$7.06K | 0.04% | 352 |
|
|
2019
Q3 | $227K | Buy |
+1,183
| New | +$227K | 0.04% | 362 |
|