Lehman & Derafelo Financial Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-251
| Closed | -$52K | – | 148 |
|
|
2022
Q3 | $52K | Hold |
251
| – | – | 0.02% | 123 |
|
|
2022
Q2 | $52K | Buy |
+251
| New | +$52K | 0.02% | 125 |
|
|
2021
Q4 | – | Sell |
-251
| Closed | -$74K | – | 148 |
|
|
2021
Q3 | $74K | Hold |
251
| – | – | 0.02% | 125 |
|
|
2021
Q2 | $78K | Hold |
251
| – | – | 0.02% | 141 |
|
|
2021
Q1 | $75K | Hold |
251
| – | – | 0.02% | 138 |
|
|
2020
Q4 | $72K | Hold |
251
| – | – | 0.02% | 137 |
|
|
2020
Q3 | $56K | Sell |
251
-148
| -37% | -$33K | 0.02% | 130 |
|
|
2020
Q2 | $83K | Hold |
399
| – | – | 0.03% | 111 |
|
|
2020
Q1 | $63K | Hold |
399
| – | – | 0.03% | 108 |
|
|
2019
Q4 | $85K | Hold |
399
| – | – | 0.03% | 120 |
|
|
2019
Q3 | $77K | Hold |
399
| – | – | 0.03% | 114 |
|
|
2019
Q2 | $81K | Hold |
399
| – | – | 0.03% | 112 |
|
|
2019
Q1 | $78K | Sell |
399
-59
| -13% | -$11.5K | 0.03% | 116 |
|
|
2018
Q4 | $77K | Buy |
+458
| New | +$77K | 0.04% | 108 |
|