Lucia Wealth Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Lucia Wealth Services’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$54K	Hold
2020 Q2	$51K	Hold
2020 Q1	$39K	Hold
2019 Q4	$52K	Hold
2019 Q3	$47K	Sell
2019 Q2	$57K	Sell
2019 Q1	$72K	Buy
2018 Q4	$61K	Buy
2018 Q3	$64K	Sell
2018 Q2	$191K	Buy
2018 Q1	$52K	Buy