MBM Wealth Consultants’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
Q2 | – | Sell |
-64
| Closed | -$16K | – | 292 |
|
|
2022
Q1 | $16K | Hold |
64
| – | – | 0.01% | 225 |
|
|
2021
Q4 | $19K | Hold |
64
| – | – | 0.01% | 208 |
|
|
2021
Q3 | $19K | Hold |
64
| – | – | 0.01% | 208 |
|
|
2021
Q2 | $20K | Hold |
64
| – | – | 0.01% | 197 |
|
|
2021
Q1 | $19K | Hold |
64
| – | – | 0.01% | 195 |
|
|
2020
Q4 | $18K | Hold |
64
| – | – | 0.01% | 170 |
|
|
2020
Q3 | $14K | Hold |
64
| – | – | 0.01% | 169 |
|
|
2020
Q2 | $13K | Hold |
64
| – | – | 0.01% | 168 |
|
|
2020
Q1 | $10K | Hold |
64
| – | – | 0.01% | 159 |
|
|
2019
Q4 | $14K | Hold |
64
| – | – | 0.01% | 162 |
|
|
2019
Q3 | $12K | Hold |
64
| – | – | 0.01% | 158 |
|
|
2019
Q2 | $13K | Hold |
64
| – | – | 0.01% | 159 |
|
|
2019
Q1 | $13K | Hold |
64
| – | – | 0.01% | 160 |
|
|
2018
Q4 | $11K | Buy |
+64
| New | +$11K | 0.01% | 176 |
|