Southern Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $304K | Sell |
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|
2022
Q4 | $677K | Buy |
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|
2022
Q3 | $356K | Sell |
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|
2022
Q2 | $804K | Buy |
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|
2022
Q1 | $502K | Sell |
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|
2021
Q4 | $652K | Sell |
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|
2021
Q3 | $1.62M | Hold |
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|
2021
Q2 | $1.68M | Buy |
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|
2021
Q1 | $1.47M | Sell |
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|
2020
Q4 | $1.45M | Buy |
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|
2020
Q3 | $1.12M | Sell |
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|
2020
Q2 | $1.05M | Sell |
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|
2020
Q1 | $896K | Buy |
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|
2019
Q4 | $1.13M | Buy |
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