RWG
Regal Wealth Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $749K | Sell |
3,084
-35
| -1% | -$8.5K | 0.46% | 24 |
|
|
2023
Q3 | $699K | Sell |
3,119
-234
| -7% | -$52.5K | 0.48% | 23 |
|
|
2023
Q2 | $799K | Sell |
3,353
-10,070
| -75% | -$2.4M | 0.52% | 23 |
|
|
2023
Q1 | $3.06M | Sell |
13,423
-4,133
| -24% | -$941K | 2.17% | 14 |
|
|
2022
Q4 | $3.77M | Buy |
17,556
+212
| +1% | +$45.5K | 2.77% | 13 |
|
|
2022
Q3 | $3.66M | Buy |
17,344
+351
| +2% | +$74.1K | 2.83% | 12 |
|
|
2022
Q2 | $3.51M | Buy |
16,993
+180
| +1% | +$37.1K | 2.53% | 12 |
|
|
2022
Q1 | $4.1M | Buy |
16,813
+16
| +0.1% | +$3.9K | 2.56% | 13 |
|
|
2021
Q4 | $4.92M | Sell |
16,797
-2,626
| -14% | -$769K | 2.77% | 12 |
|
|
2021
Q3 | $5.7M | Sell |
19,423
-39
| -0.2% | -$11.5K | 3.43% | 11 |
|
|
2021
Q2 | $6.07M | Buy |
19,462
+2,973
| +18% | +$927K | 3.58% | 10 |
|
|
2021
Q1 | $4.96M | Sell |
16,489
-114
| -0.7% | -$34.3K | 2.91% | 12 |
|
|
2020
Q4 | $4.76M | Buy |
16,603
+1,684
| +11% | +$483K | 2.9% | 11 |
|
|
2020
Q3 | $3.31M | Sell |
14,919
-287
| -2% | -$63.6K | 2.57% | 11 |
|
|
2020
Q2 | $3.15M | Sell |
15,206
-404
| -3% | -$83.6K | 2.6% | 11 |
|
|
2020
Q1 | $2.47M | Sell |
15,610
-3,187
| -17% | -$504K | 2.42% | 11 |
|
|
2019
Q4 | $4.03M | Buy |
18,797
+329
| +2% | +$70.5K | 2.61% | 11 |
|
|
2019
Q3 | $3.56M | Buy |
18,468
+16,008
| +651% | +$3.08M | 2.44% | 12 |
|
|
2019
Q2 | $494K | Buy |
2,460
+3
| +0.1% | +$602 | 0.34% | 25 |
|
|
2019
Q1 | $483K | Sell |
2,457
-61
| -2% | -$12K | 0.35% | 24 |
|
|
2018
Q4 | $423K | Sell |
2,518
-8
| -0.3% | -$1.34K | 0.39% | 24 |
|
|
2018
Q3 | $543K | Buy |
2,526
+2
| +0.1% | +$430 | 0.37% | 24 |
|
|
2018
Q2 | $516K | Sell |
2,524
-123
| -5% | -$25.1K | 0.55% | 24 |
|
|
2018
Q1 | $504K | Buy |
2,647
+3
| +0.1% | +$571 | 0.39% | 23 |
|
|
2017
Q4 | $494K | Sell |
2,644
-165
| -6% | -$30.8K | 0.35% | 24 |
|
|
2017
Q3 | $503K | Buy |
2,809
+6
| +0.2% | +$1.07K | 0.37% | 25 |
|
|
2017
Q2 | $473K | Sell |
2,803
-57
| -2% | -$9.62K | 0.37% | 25 |
|
|
2017
Q1 | $462K | Buy |
2,860
+4
| +0.1% | +$646 | 0.35% | 33 |
|
|
2016
Q4 | $440K | Sell |
2,856
-16
| -0.6% | -$2.47K | 0.36% | 33 |
|
|
2016
Q3 | $428K | Buy |
2,872
+52
| +2% | +$7.75K | 0.39% | 24 |
|
|
2016
Q2 | $387K | Hold |
2,820
| – | – | 0.36% | 25 |
|
|
2016
Q1 | $374K | Buy |
2,820
+4
| +0.1% | +$530 | 0.36% | 24 |
|
|
2015
Q4 | $392K | Buy |
+2,816
| New | +$392K | 0.39% | 24 |
|