LVM Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-700
| Closed | -$205K | – | 139 |
|
|
2021
Q4 | $205K | Hold |
700
| – | – | 0.03% | 125 |
|
|
2021
Q3 | $206K | Hold |
700
| – | – | 0.03% | 123 |
|
|
2021
Q2 | $218K | Hold |
700
| – | – | 0.03% | 122 |
|
|
2021
Q1 | $211K | Hold |
700
| – | – | 0.03% | 120 |
|
|
2020
Q4 | $201K | Buy |
+700
| New | +$201K | 0.03% | 119 |
|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$214K | – | 110 |
|
|
2019
Q4 | $214K | Buy |
+1,000
| New | +$214K | 0.04% | 107 |
|