Midland Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-991
| Closed | -$285K | – | 185 |
|
|
2024
Q4 | $285K | Sell |
991
-579
| -37% | -$167K | 0.02% | 164 |
|
|
2024
Q3 | $446K | Sell |
1,570
-986
| -39% | -$280K | 0.03% | 144 |
|
|
2024
Q2 | $671K | Sell |
2,556
-211
| -8% | -$55.4K | 0.04% | 118 |
|
|
2024
Q1 | $749K | Sell |
2,767
-1,711
| -38% | -$463K | 0.05% | 109 |
|
|
2023
Q4 | $1.13M | Buy |
+4,478
| New | +$1.13M | 0.08% | 77 |
|