Oxinas Partners Wealth Management’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
Q1 | – | Sell |
-3,629
| Closed | -$1.06M | – | 133 |
|
2021
Q4 | $1.06M | Buy |
3,629
+1,040
| +40% | +$305K | 0.61% | 47 |
|
2021
Q3 | $760K | Buy |
2,589
+944
| +57% | +$277K | 0.44% | 60 |
|
2021
Q2 | $513K | Buy |
1,645
+283
| +21% | +$88.3K | 0.29% | 84 |
|
2021
Q1 | $410K | Buy |
1,362
+330
| +32% | +$99.3K | 0.26% | 93 |
|
2020
Q4 | $296K | Buy |
+1,032
| New | +$296K | 0.22% | 90 |
|