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MGB Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

MGB Wealth Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-528
Closed -$146K – 284
2024
Q2 		$146K Sell
528
-344
-39% -$94.9K 0.05% 205
2024
Q1 		$236K Hold
872
– – 0.1% 171
2023
Q4 		$220K Buy
+872
New +$220K 0.11% 169