RE Dickinson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $173K | Hold |
60
| – | – | 0.01% | 143 |
|
|
2024
Q3 | $17K | Hold |
60
| – | – | 0.01% | 141 |
|
|
2024
Q2 | $15.8K | Hold |
60
| – | – | 0.01% | 140 |
|
|
2024
Q1 | $16K | Sell |
60
-4
| -6% | -$1.07K | 0.01% | 137 |
|
|
2023
Q4 | $16K | Hold |
64
| – | – | 0.01% | 142 |
|
|
2023
Q3 | $14K | Hold |
64
| – | – | 0.01% | 153 |
|
|
2023
Q2 | $16K | Sell |
64
-131
| -67% | -$32.8K | 0.01% | 230 |
|
|
2023
Q1 | $44K | Buy |
195
+131
| +205% | +$29.6K | 0.01% | 164 |
|
|
2022
Q4 | $14K | Sell |
64
-17
| -21% | -$3.72K | 0.01% | 234 |
|
|
2022
Q3 | $17K | Hold |
81
| – | – | 0.01% | 125 |
|
|
2022
Q2 | $17 | Sell |
81
-45
| -36% | -$9 | ﹤0.01% | 140 |
|
|
2022
Q1 | $32K | Sell |
126
-8,298
| -99% | -$2.11M | 0.02% | 113 |
|
|
2021
Q4 | $2.47M | Buy |
+8,424
| New | +$2.47M | 1.87% | 18 |
|