Northeast Financial Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,057
| Closed | -$240K | – | 311 |
|
|
2023
Q1 | $240K | Hold |
1,057
| – | – | 0.02% | 273 |
|
|
2022
Q4 | $227K | Hold |
1,057
| – | – | 0.02% | 283 |
|
|
2022
Q3 | $218K | Hold |
1,057
| – | – | 0.02% | 299 |
|
|
2022
Q2 | $218K | Hold |
1,057
| – | – | 0.02% | 303 |
|
|
2022
Q1 | $270K | Sell |
1,057
-93
| -8% | -$23.8K | 0.02% | 320 |
|
|
2021
Q4 | $337K | Sell |
1,150
-37
| -3% | -$10.8K | 0.02% | 265 |
|
|
2021
Q3 | $348K | Buy |
1,187
+143
| +14% | +$41.9K | 0.02% | 264 |
|
|
2021
Q2 | $325K | Sell |
1,044
-31
| -3% | -$9.65K | 0.02% | 272 |
|
|
2021
Q1 | $323K | Hold |
1,075
| – | – | 0.02% | 262 |
|
|
2020
Q4 | $308K | Hold |
1,075
| – | – | 0.03% | 253 |
|
|
2020
Q3 | $238K | Buy |
+1,075
| New | +$238K | 0.02% | 262 |
|