Pinnacle Wealth Management Advisory Group’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
-3,605
Closed -$745K 307
2022
Q3
$745K Sell
3,605
-248
-6% -$51.3K 0.12% 116
2022
Q2
$795K Sell
3,853
-8,690
-69% -$1.79M 0.13% 123
2022
Q1
$3.21M Buy
12,543
+11,768
+1,518% +$3.01M 0.46% 61
2021
Q4
$227K Buy
+775
New +$227K 0.04% 242