Legacy Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-693
| Closed | -$203K | – | 101 |
|
|
2021
Q3 | $203K | Sell |
693
-84
| -11% | -$24.6K | 0.23% | 94 |
|
|
2021
Q2 | $242K | Sell |
777
-9
| -1% | -$2.8K | 0.28% | 83 |
|
|
2021
Q1 | $236K | Sell |
786
-84
| -10% | -$25.2K | 0.3% | 77 |
|
|
2020
Q4 | $249K | Buy |
+870
| New | +$249K | 0.32% | 66 |
|
|
2020
Q3 | – | Sell |
-989
| Closed | -$205K | – | 83 |
|
|
2020
Q2 | $205K | Buy |
+989
| New | +$205K | 0.24% | 73 |
|
|
2020
Q1 | – | Sell |
-1,132
| Closed | -$242K | – | 82 |
|
|
2019
Q4 | $242K | Buy |
+1,132
| New | +$242K | 0.27% | 63 |
|