Prosperity Consulting Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,083
Closed -$243K 203
2023
Q3
$243K Sell
1,083
-296
-21% -$66.4K 0.11% 124
2023
Q2
$335K Sell
1,379
-245
-15% -$59.5K 0.21% 83
2023
Q1
$368K Buy
1,624
+97
+6% +$22K 0.23% 75
2022
Q4
$328K Sell
1,527
-419
-22% -$89.9K 0.22% 79
2022
Q3
$402K Sell
1,946
-27
-1% -$5.58K 0.33% 64
2022
Q2
$407K Sell
1,973
-128
-6% -$26.4K 0.35% 57
2022
Q1
$537K Buy
2,101
+656
+45% +$168K 0.4% 55
2021
Q4
$367K Buy
+1,445
New +$367K 0.28% 70