LWA
LWS Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $242K | Buy |
960
+10
| +1% | +$2.52K | 0.09% | 58 |
|
|
2023
Q3 | $213K | Buy |
950
+6
| +0.6% | +$1.35K | 0.09% | 54 |
|
|
2023
Q2 | $229K | Sell |
944
-42
| -4% | -$10.2K | 0.1% | 56 |
|
|
2023
Q1 | $224K | Sell |
986
-25
| -2% | -$5.68K | 0.09% | 57 |
|
|
2022
Q4 | $217K | Sell |
1,011
-14
| -1% | -$3K | 0.09% | 57 |
|
|
2022
Q3 | $212K | Buy |
1,025
+4
| +0.4% | +$827 | 0.08% | 58 |
|
|
2022
Q2 | $211K | Buy |
1,021
+195
| +24% | +$40.3K | 0.1% | 59 |
|
|
2022
Q1 | $211K | Hold |
826
| – | – | 0.09% | 56 |
|
|
2021
Q4 | $242K | Buy |
826
+1
| +0.1% | +$293 | 0.1% | 55 |
|
|
2021
Q3 | $242K | Hold |
825
| – | – | 0.11% | 55 |
|
|
2021
Q2 | $257K | Sell |
825
-1
| -0.1% | -$312 | 0.11% | 51 |
|
|
2021
Q1 | $248K | Sell |
826
-242
| -23% | -$72.7K | 0.11% | 54 |
|
|
2020
Q4 | $306K | Sell |
1,068
-32
| -3% | -$9.17K | 0.14% | 51 |
|
|
2020
Q3 | $244K | Sell |
1,100
-64
| -5% | -$14.2K | 0.12% | 53 |
|
|
2020
Q2 | $241K | Buy |
+1,164
| New | +$241K | 0.13% | 53 |
|
|
2020
Q1 | – | Sell |
-1,183
| Closed | -$253K | – | 63 |
|
|
2019
Q4 | $253K | Buy |
+1,183
| New | +$253K | 0.13% | 51 |
|