MJP Associates’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 |
-1,910
| Closed | -$550K | – | 241 |
|
2024
Q4 | $550K | Buy |
1,910
+61
| +3% | +$17.6K | 0.1% | 92 |
|
2024
Q3 | $525K | Hold |
1,849
| – | – | 0.1% | 97 |
|
2024
Q2 | $485K | Sell |
1,849
-34
| -2% | -$8.93K | 0.1% | 109 |
|
2024
Q1 | $510K | Sell |
1,883
-2
| -0.1% | -$542 | 0.11% | 102 |
|
2023
Q4 | $475K | Buy |
+1,885
| New | +$475K | 0.13% | 80 |
|