LGWM
Litman Gregory Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-54
| Closed | -$16K | – | 128 |
|
|
2021
Q1 | $16K | Hold |
54
| – | – | ﹤0.01% | 141 |
|
|
2020
Q4 | $15K | Hold |
54
| – | – | ﹤0.01% | 143 |
|
|
2020
Q3 | $12K | Hold |
54
| – | – | ﹤0.01% | 139 |
|
|
2020
Q2 | $11K | Hold |
54
| – | – | ﹤0.01% | 131 |
|
|
2020
Q1 | $9K | Sell |
54
-580
| -91% | -$96.7K | ﹤0.01% | 125 |
|
|
2019
Q4 | $136K | Hold |
634
| – | – | 0.03% | 59 |
|
|
2019
Q3 | $122K | Buy |
634
+150
| +31% | +$28.9K | 0.03% | 58 |
|
|
2019
Q2 | $97K | Buy |
484
+430
| +796% | +$86.2K | 0.03% | 65 |
|
|
2019
Q1 | $11K | Hold |
54
| – | – | ﹤0.01% | 105 |
|
|
2018
Q4 | $9K | Sell |
54
-350
| -87% | -$58.3K | ﹤0.01% | 116 |
|
|
2018
Q3 | $87K | Buy |
404
+233
| +136% | +$50.2K | 0.03% | 51 |
|
|
2018
Q2 | $35K | Buy |
+171
| New | +$35K | 0.01% | 61 |
|