Peloton Wealth Strategists’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
Q1 | – | Sell |
-6,454
| Closed | -$1.39M | – | 90 |
|
|
2022
Q4 | $1.39M | Sell |
6,454
-54
| -0.8% | -$11.6K | 0.67% | 52 |
|
|
2022
Q3 | $1.34M | Buy |
6,508
+280
| +4% | +$57.8K | 0.7% | 52 |
|
|
2022
Q2 | $1.29M | Sell |
6,228
-136
| -2% | -$28.1K | 0.63% | 55 |
|
|
2022
Q1 | $1.63M | Buy |
6,364
+473
| +8% | +$121K | 0.68% | 54 |
|
|
2021
Q4 | $1.73M | Buy |
+5,891
| New | +$1.73M | 0.69% | 52 |
|