Regal Wealth Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $749K | Sell |
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|
2023
Q3 | $699K | Sell |
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|
2023
Q2 | $799K | Sell |
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|
2023
Q1 | $3.06M | Sell |
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|
2022
Q4 | $3.77M | Buy |
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|
2022
Q3 | $3.66M | Buy |
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|
2022
Q2 | $3.51M | Buy |
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|
2022
Q1 | $4.1M | Buy |
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|
2021
Q4 | $4.92M | Sell |
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|
2021
Q3 | $5.7M | Sell |
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|
2021
Q2 | $6.07M | Buy |
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|
2021
Q1 | $4.96M | Sell |
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|
2020
Q4 | $4.76M | Buy |
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|
2020
Q3 | $3.31M | Sell |
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|
2020
Q2 | $3.15M | Sell |
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|
2020
Q1 | $2.47M | Sell |
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|
2019
Q4 | $4.03M | Buy |
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|
2019
Q3 | $3.56M | Buy |
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|
2019
Q2 | $494K | Buy |
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|
2019
Q1 | $483K | Sell |
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|
2018
Q4 | $423K | Sell |
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|
2018
Q3 | $543K | Buy |
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|
2018
Q2 | $516K | Sell |
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|
2018
Q1 | $504K | Buy |
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|
2017
Q4 | $494K | Sell |
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|
2017
Q3 | $503K | Buy |
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|
2017
Q2 | $473K | Sell |
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|
2017
Q1 | $462K | Buy |
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|
2016
Q4 | $440K | Sell |
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|
2016
Q3 | $428K | Buy |
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|
2016
Q2 | $387K | Hold |
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|
2016
Q1 | $374K | Buy |
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|
2015
Q4 | $392K | Buy |
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