MWM
Minot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $515K | Sell |
2,495
-621
| -20% | -$128K | 0.13% | 111 |
|
|
2022
Q1 | $797K | Hold |
3,116
| – | – | 0.17% | 96 |
|
|
2021
Q4 | $913K | Hold |
3,116
| – | – | 0.18% | 96 |
|
|
2021
Q3 | $915K | Hold |
3,116
| – | – | 0.2% | 94 |
|
|
2021
Q2 | $942K | Hold |
3,116
| – | – | 0.21% | 95 |
|
|
2021
Q1 | $937K | Hold |
3,116
| – | – | 0.24% | 91 |
|
|
2020
Q4 | $893K | Hold |
3,116
| – | – | 0.27% | 85 |
|
|
2020
Q3 | $690K | Buy |
+3,116
| New | +$690K | 0.26% | 82 |
|