SteelPeak Wealth’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
Q2 | – | Sell |
-821
| Closed | -$210K | – | 421 |
|
|
2022
Q1 | $210K | Hold |
821
| – | – | 0.01% | 376 |
|
|
2021
Q4 | $241K | Hold |
821
| – | – | 0.01% | 347 |
|
|
2021
Q3 | $241K | Sell |
821
-42
| -5% | -$12.3K | 0.02% | 352 |
|
|
2021
Q2 | $269K | Buy |
863
+42
| +5% | +$13.1K | 0.02% | 339 |
|
|
2021
Q1 | $247K | Hold |
821
| – | – | 0.02% | 317 |
|
|
2020
Q4 | $235K | Buy |
+821
| New | +$235K | 0.02% | 286 |
|