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Maxwell Wealth Strategies’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Maxwell Wealth Strategies’s Portfolio IWO Stock Details IWO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$345K Hold
1,198
– – 0.14% 95
2024
Q3 		$348K Hold
1,198
– – 0.15% 90
2024
Q2 		$315K Hold
1,198
– – 0.15% 91
2024
Q1 		$315K Hold
1,198
– – 0.16% 91
2023
Q4 		$302K Buy
+1,198
New +$302K 0.2% 79