Lee Financial’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
Q1 | – | Sell |
-270
| Closed | -$68.1K | – | 503 |
|
|
2023
Q4 | $68.1K | Hold |
270
| – | – | 0.01% | 206 |
|
|
2023
Q3 | $60.5K | Hold |
270
| – | – | 0.01% | 199 |
|
|
2023
Q2 | $65.5K | Hold |
270
| – | – | 0.01% | 199 |
|
|
2023
Q1 | $61.2K | Hold |
270
| – | – | 0.01% | 218 |
|
|
2022
Q4 | $57.9K | Hold |
270
| – | – | 0.01% | 243 |
|
|
2022
Q3 | $56K | Hold |
270
| – | – | 0.01% | 241 |
|
|
2022
Q2 | $56K | Buy |
+270
| New | +$56K | 0.01% | 237 |
|
|
2020
Q3 | – | Sell |
-90
| Closed | -$19K | – | 546 |
|
|
2020
Q2 | $19K | Hold |
90
| – | – | 0.01% | 284 |
|
|
2020
Q1 | $14K | Hold |
90
| – | – | ﹤0.01% | 261 |
|
|
2019
Q4 | $19K | Hold |
90
| – | – | ﹤0.01% | 257 |
|
|
2019
Q3 | $17K | Hold |
90
| – | – | ﹤0.01% | 268 |
|
|
2019
Q2 | $18K | Buy |
+90
| New | +$18K | ﹤0.01% | 272 |
|