Stonebridge Capital Advisors’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
Q4 | – | Sell |
-330
| Closed | -$74K | – | 521 |
|
|
2023
Q3 | $74K | Hold |
330
| – | – | 0.01% | 299 |
|
|
2023
Q2 | $80.1K | Buy |
+330
| New | +$80.1K | 0.01% | 297 |
|
|
2022
Q1 | – | Sell |
-9
| Closed | -$3K | – | 1062 |
|
|
2021
Q4 | $3K | Hold |
9
| – | – | ﹤0.01% | 808 |
|
|
2021
Q3 | $3K | Buy |
+9
| New | +$3K | ﹤0.01% | 776 |
|
|
2019
Q4 | – | Sell |
-247
| Closed | -$48K | – | 888 |
|
|
2019
Q3 | $48K | Buy |
+247
| New | +$48K | 0.01% | 324 |
|