Kowal Investment Group’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
Q3 | $531K | Sell |
1,868
-9
| -0.5% | -$2.56K | 0.1% | 110 |
|
|
2024
Q2 | $493K | Sell |
1,877
-204
| -10% | -$53.6K | 0.1% | 107 |
|
|
2024
Q1 | $564K | Sell |
2,081
-75
| -3% | -$20.3K | 0.12% | 95 |
|
|
2023
Q4 | $544K | Buy |
2,156
+1,143
| +113% | +$288K | 0.13% | 88 |
|
|
2023
Q3 | $227K | Sell |
1,013
-14
| -1% | -$3.14K | 0.06% | 137 |
|
|
2023
Q2 | $249K | Buy |
+1,027
| New | +$249K | 0.07% | 138 |
|