Rockwood Wealth Management’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
Q2 | – | Sell |
-888
| Closed | -$240K | – | 91 |
|
|
2024
Q1 | $240K | Hold |
888
| – | – | 0.03% | 72 |
|
|
2023
Q4 | $224K | Buy |
+888
| New | +$224K | 0.03% | 68 |
|
|
2023
Q3 | – | Sell |
-969
| Closed | -$235K | – | 73 |
|
|
2023
Q2 | $235K | Hold |
969
| – | – | 0.04% | 70 |
|
|
2023
Q1 | $220K | Hold |
969
| – | – | 0.04% | 68 |
|
|
2022
Q4 | $208K | Sell |
969
-180
| -16% | -$38.6K | 0.05% | 65 |
|
|
2022
Q3 | $237K | Hold |
1,149
| – | – | 0.08% | 59 |
|
|
2022
Q2 | $237K | Sell |
1,149
-79
| -6% | -$16.3K | 0.11% | 61 |
|
|
2022
Q1 | $314K | Buy |
1,228
+180
| +17% | +$46K | 0.15% | 57 |
|
|
2021
Q4 | $307K | Buy |
+1,048
| New | +$307K | 0.14% | 87 |
|