LWM
LJI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,120
| Closed | -$318K | – | 190 |
|
|
2024
Q3 | $318K | Sell |
1,120
-15
| -1% | -$4.26K | 0.07% | 141 |
|
|
2024
Q2 | $298K | Buy |
1,135
+55
| +5% | +$14.4K | 0.07% | 142 |
|
|
2024
Q1 | $293K | Buy |
1,080
+173
| +19% | +$46.9K | 0.08% | 116 |
|
|
2023
Q4 | $229K | Sell |
907
-66
| -7% | -$16.6K | 0.06% | 150 |
|
|
2023
Q3 | $218K | Hold |
973
| – | – | 0.06% | 148 |
|
|
2023
Q2 | $236K | Hold |
973
| – | – | 0.07% | 139 |
|
|
2023
Q1 | $221K | Sell |
973
-49
| -5% | -$11.1K | 0.07% | 139 |
|
|
2022
Q4 | $219K | Buy |
+1,022
| New | +$219K | 0.08% | 125 |
|