QWP
Quotient Wealth Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Buy |
1,331
+37
| +3% | +$10.6K | 0.01% | 229 |
|
|
2025
Q1 | $331K | Sell |
1,294
-4
| -0.3% | -$1.02K | 0.01% | 237 |
|
|
2024
Q4 | $374K | Sell |
1,298
-32
| -2% | -$9.21K | 0.01% | 216 |
|
|
2024
Q3 | $378K | Sell |
1,330
-7
| -0.5% | -$1.99K | 0.01% | 210 |
|
|
2024
Q2 | $351K | Buy |
1,337
+47
| +4% | +$12.3K | 0.01% | 222 |
|
|
2024
Q1 | $349K | Sell |
1,290
-267
| -17% | -$72.3K | 0.01% | 212 |
|
|
2023
Q4 | $393K | Buy |
+1,557
| New | +$393K | 0.02% | 198 |
|