MWA
Martel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,680
| Closed | -$347K | – | 53 |
|
|
2022
Q3 | $347K | Sell |
1,680
-184
| -10% | -$38K | 0.1% | 37 |
|
|
2022
Q2 | $385K | Sell |
1,864
-55
| -3% | -$11.3K | 0.11% | 38 |
|
|
2022
Q1 | $491K | Buy |
1,919
+120
| +7% | +$30.7K | 0.12% | 34 |
|
|
2021
Q4 | $527K | Buy |
1,799
+48
| +3% | +$14.1K | 0.12% | 34 |
|
|
2021
Q3 | $514K | Sell |
1,751
-10
| -0.6% | -$2.94K | 0.13% | 34 |
|
|
2021
Q2 | $549K | Sell |
1,761
-12
| -0.7% | -$3.74K | 0.14% | 33 |
|
|
2021
Q1 | $533K | Sell |
1,773
-83
| -4% | -$25K | 0.15% | 33 |
|
|
2020
Q4 | $532K | Buy |
1,856
+25
| +1% | +$7.17K | 0.15% | 33 |
|
|
2020
Q3 | $406K | Sell |
1,831
-13
| -0.7% | -$2.88K | 0.13% | 32 |
|
|
2020
Q2 | $381K | Sell |
1,844
-389
| -17% | -$80.5K | 0.13% | 32 |
|
|
2020
Q1 | $353K | Buy |
2,233
+169
| +8% | +$26.7K | 0.14% | 31 |
|
|
2019
Q4 | $442K | Buy |
2,064
+5
| +0.2% | +$1.07K | 0.15% | 31 |
|
|
2019
Q3 | $397K | Sell |
2,059
-89
| -4% | -$17.2K | 0.14% | 30 |
|
|
2019
Q2 | $431K | Sell |
2,148
-52
| -2% | -$10.4K | 0.16% | 30 |
|
|
2019
Q1 | $433K | Buy |
2,200
+10
| +0.5% | +$1.97K | 0.16% | 30 |
|
|
2018
Q4 | $368K | Buy |
2,190
+550
| +34% | +$92.4K | 0.15% | 32 |
|
|
2018
Q3 | $353K | Buy |
+1,640
| New | +$353K | 0.13% | 30 |
|