Sterling Financial Planning’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
2021
Q4
Sell
-107
Closed -$31K 245
2021
Q3
$31K Hold
107
0.02% 227
2021
Q2
$33K Buy
107
+28
+35% +$8.64K 0.02% 208
2021
Q1
$24K Hold
79
0.02% 215
2020
Q4
$23K Buy
+79
New +$23K 0.02% 205