Liberty Wealth Management’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
Q3 | – | Sell |
-10
| Closed | -$229K | – | 185 |
|
|
2023
Q2 | $229K | Buy |
+10
| New | +$229K | 0.06% | 166 |
|
|
2020
Q1 | – | Sell |
-19
| Closed | -$4K | – | 934 |
|
|
2019
Q4 | $4K | Hold |
19
| – | – | ﹤0.01% | 696 |
|
|
2019
Q3 | $4K | Hold |
19
| – | – | ﹤0.01% | 671 |
|
|
2019
Q2 | $4K | Buy |
19
+12
| +171% | +$2.53K | ﹤0.01% | 694 |
|
|
2019
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 681 |
|
|
2018
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 714 |
|