LWS Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $242K | Buy |
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|
2023
Q3 | $213K | Buy |
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|
2023
Q2 | $229K | Sell |
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|
2023
Q1 | $224K | Sell |
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|
2022
Q4 | $217K | Sell |
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|
2022
Q3 | $212K | Buy |
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|
2022
Q2 | $211K | Buy |
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|
2022
Q1 | $211K | Hold |
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|
2021
Q4 | $242K | Buy |
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|
2021
Q3 | $242K | Hold |
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|
2021
Q2 | $257K | Sell |
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|
2021
Q1 | $248K | Sell |
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|
2020
Q4 | $306K | Sell |
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|
2020
Q3 | $244K | Sell |
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|
2020
Q2 | $241K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $253K | Buy |
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