RGT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $5.88M | Buy |
28,481
+5,805
| +26% | +$1.2M | 0.94% | 7 |
|
|
2022
Q2 | $4.68M | Buy |
22,676
+8,623
| +61% | +$1.78M | 0.79% | 12 |
|
|
2022
Q1 | $3.59M | Buy |
14,053
+13,871
| +7,621% | +$3.55M | 0.57% | 12 |
|
|
2021
Q4 | $53K | Buy |
+182
| New | +$53K | 0.01% | 137 |
|
|
2017
Q2 | – | Sell |
-3,414
| Closed | -$552K | – | 102 |
|
|
2017
Q1 | $552K | Sell |
3,414
-712
| -17% | -$115K | 0.37% | 35 |
|
|
2016
Q4 | $635K | Sell |
4,126
-394
| -9% | -$60.6K | 0.36% | 37 |
|
|
2016
Q3 | $673K | Buy |
+4,520
| New | +$673K | 0.42% | 35 |
|