Simplicity Solutions’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 | $1.21M | Sell |
4,802
-914
| -16% | -$231K | 0.03% | 398 |
|
|
2023
Q3 | $1.28M | Sell |
5,716
-939
| -14% | -$210K | 0.04% | 367 |
|
|
2023
Q2 | $1.62M | Sell |
6,655
-4,158
| -38% | -$1.01M | 0.04% | 363 |
|
|
2023
Q1 | $2.45M | Buy |
+10,813
| New | +$2.45M | 0.06% | 269 |
|
|
2022
Q3 | – | Sell |
-15,796
| Closed | -$3.26M | – | 675 |
|
|
2022
Q2 | $3.26M | Buy |
+15,796
| New | +$3.26M | 0.42% | 53 |
|
|
2021
Q4 | – | Sell |
-3,425
| Closed | -$1.01M | – | 537 |
|
|
2021
Q3 | $1.01M | Buy |
3,425
+1,708
| +99% | +$502K | 0.15% | 146 |
|
|
2021
Q2 | $535K | Buy |
1,717
+154
| +10% | +$48K | 0.11% | 213 |
|
|
2021
Q1 | $470K | Buy |
1,563
+51
| +3% | +$15.3K | 0.1% | 211 |
|
|
2020
Q4 | $433K | Buy |
1,512
+114
| +8% | +$32.6K | 0.01% | 713 |
|
|
2020
Q3 | $310K | Sell |
1,398
-1,601
| -53% | -$355K | 0.01% | 715 |
|
|
2020
Q2 | $620K | Buy |
+2,999
| New | +$620K | 0.01% | 589 |
|
|
2019
Q2 | – | Sell |
-1,198
| Closed | -$236K | – | 767 |
|
|
2019
Q1 | $236K | Sell |
1,198
-760
| -39% | -$150K | 0.01% | 627 |
|
|
2018
Q4 | $329K | Buy |
+1,958
| New | +$329K | 0.04% | 418 |
|
|
2017
Q2 | – | Sell |
-6,430
| Closed | -$1.04M | – | 426 |
|
|
2017
Q1 | $1.04M | Buy |
6,430
+4,617
| +255% | +$747K | 0.16% | 131 |
|
|
2016
Q4 | $279K | Buy |
+1,813
| New | +$279K | 0.06% | 269 |
|