REDW Wealth’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
Q2 | – | Sell |
-782
| Closed | -$200K | – | 123 |
|
|
2022
Q1 | $200K | Hold |
782
| – | – | 0.06% | 120 |
|
|
2021
Q4 | $229K | Hold |
782
| – | – | 0.07% | 109 |
|
|
2021
Q3 | $230K | Sell |
782
-20
| -2% | -$5.88K | 0.07% | 105 |
|
|
2021
Q2 | $250K | Buy |
802
+14
| +2% | +$4.36K | 0.08% | 96 |
|
|
2021
Q1 | $237K | Hold |
788
| – | – | 0.08% | 97 |
|
|
2020
Q4 | $226K | Buy |
+788
| New | +$226K | 0.08% | 86 |
|