Sargent Bickham Lagudis’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
Q4 | $2.15K | Hold |
10
| – | – | ﹤0.01% | 910 |
|
2022
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 887 |
|
2022
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 928 |
|
2022
Q1 | $3K | Hold |
10
| – | – | ﹤0.01% | 854 |
|
2021
Q4 | $3K | Buy |
10
+4
| +67% | +$1.2K | ﹤0.01% | 858 |
|
2021
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 888 |
|
2021
Q2 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 866 |
|
2018
Q2 | – | Sell |
-11
| Closed | -$2K | – | 774 |
|
2018
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 727 |
|
2017
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 752 |
|
2017
Q3 | $2K | Sell |
11
-11
| -50% | -$2K | ﹤0.01% | 766 |
|
2017
Q2 | $4K | Hold |
22
| – | – | ﹤0.01% | 672 |
|
2017
Q1 | $4K | Hold |
22
| – | – | ﹤0.01% | 670 |
|
2016
Q4 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 655 |
|
2016
Q2 | – | Sell |
-284
| Closed | -$38K | – | 743 |
|
2016
Q1 | $38K | Buy |
+284
| New | +$38K | 0.01% | 401 |
|