Old North State Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-63
| Closed | -$13K | – | 450 |
|
|
2022
Q3 | $13K | Buy |
+63
| New | +$13K | 0.01% | 281 |
|
|
2022
Q1 | – | Sell |
-64
| Closed | -$19K | – | 237 |
|
|
2021
Q4 | $19K | Buy |
64
+1
| +2% | +$297 | 0.01% | 275 |
|
|
2021
Q3 | $18K | Hold |
63
| – | – | 0.02% | 253 |
|
|
2021
Q2 | $20K | Hold |
63
| – | – | 0.02% | 264 |
|
|
2021
Q1 | $19K | Hold |
63
| – | – | 0.02% | 257 |
|
|
2020
Q4 | $18K | Buy |
+63
| New | +$18K | 0.01% | 260 |
|