Pin Oak Investment Advisors’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 |
-40
| Closed | -$11K | – | 466 |
|
|
2024
Q4 | $11K | Hold |
40
| – | – | 0.01% | 335 |
|
|
2024
Q3 | $11K | Hold |
40
| – | – | 0.01% | 334 |
|
|
2024
Q2 | $11K | Hold |
40
| – | – | 0.01% | 323 |
|
|
2024
Q1 | $11K | Hold |
40
| – | – | 0.01% | 320 |
|
|
2023
Q4 | $10K | Hold |
40
| – | – | 0.01% | 333 |
|
|
2023
Q3 | $9K | Hold |
40
| – | – | 0.01% | 334 |
|
|
2023
Q2 | $10K | Buy |
+40
| New | +$10K | 0.01% | 324 |
|
|
2018
Q1 | – | Sell |
-79
| Closed | -$15K | – | 430 |
|
|
2017
Q4 | $15K | Buy |
+79
| New | +$15K | 0.01% | 300 |
|