MinichMacGregor Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-94
| Closed | -$20.2K | – | 358 |
|
|
2022
Q4 | $20.2K | Buy |
+94
| New | +$20.2K | 0.01% | 316 |
|
|
2021
Q3 | – | Sell |
-35,501
| Closed | -$11.1M | – | 83 |
|
|
2021
Q2 | $11.1M | Buy |
35,501
+1,581
| +5% | +$493K | 3.88% | 7 |
|
|
2021
Q1 | $10.2M | Sell |
33,920
-2,003
| -6% | -$602K | 3.81% | 8 |
|
|
2020
Q4 | $10.3M | Buy |
35,923
+5,048
| +16% | +$1.45M | 4.2% | 4 |
|
|
2020
Q3 | $6.84M | Buy |
30,875
+11,360
| +58% | +$2.52M | 3.23% | 13 |
|
|
2020
Q2 | $4.04M | Buy |
+19,515
| New | +$4.04M | 2.23% | 13 |
|