Southern 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $304K | Sell |
1,341
-1,815
| -58% | -$412K | 0.12% | 55 |
|
|
2022
Q4 | $677K | Buy |
3,156
+1,585
| +101% | +$340K | 0.27% | 46 |
|
|
2022
Q3 | $356K | Sell |
1,571
-2,324
| -60% | -$527K | 0.14% | 50 |
|
|
2022
Q2 | $804K | Buy |
3,895
+1,932
| +98% | +$399K | 0.31% | 42 |
|
|
2022
Q1 | $502K | Sell |
1,963
-261
| -12% | -$66.7K | 0.16% | 46 |
|
|
2021
Q4 | $652K | Sell |
2,224
-3,306
| -60% | -$969K | 0.26% | 42 |
|
|
2021
Q3 | $1.62M | Hold |
5,530
| – | – | 0.48% | 35 |
|
|
2021
Q2 | $1.68M | Buy |
5,530
+636
| +13% | +$193K | 0.48% | 35 |
|
|
2021
Q1 | $1.47M | Sell |
4,894
-162
| -3% | -$48.7K | 0.48% | 35 |
|
|
2020
Q4 | $1.45M | Buy |
5,056
+4
| +0.1% | +$1.15K | 0.55% | 32 |
|
|
2020
Q3 | $1.12M | Sell |
5,052
-7
| -0.1% | -$1.55K | 0.41% | 38 |
|
|
2020
Q2 | $1.05M | Sell |
5,059
-608
| -11% | -$126K | 0.2% | 35 |
|
|
2020
Q1 | $896K | Buy |
5,667
+383
| +7% | +$60.6K | 0.19% | 34 |
|
|
2019
Q4 | $1.13M | Buy |
+5,284
| New | +$1.13M | 0.21% | 31 |
|