Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $106K | Hold |
367
| – | – | 0.02% | 227 |
|
|
2024
Q3 | $104K | Hold |
367
| – | – | 0.02% | 234 |
|
|
2024
Q2 | $96.3K | Hold |
367
| – | – | 0.02% | 233 |
|
|
2024
Q1 | $99.4K | Hold |
367
| – | – | 0.02% | 228 |
|
|
2023
Q4 | $92.6K | Hold |
367
| – | – | 0.02% | 225 |
|
|
2023
Q3 | $82.3K | Hold |
367
| – | – | 0.02% | 229 |
|
|
2023
Q2 | $89.1K | Hold |
367
| – | – | 0.02% | 217 |
|
|
2023
Q1 | $83.2K | Hold |
367
| – | – | 0.02% | 220 |
|
|
2022
Q4 | $78.7K | Hold |
367
| – | – | 0.02% | 223 |
|
|
2022
Q3 | $76K | Hold |
367
| – | – | 0.02% | 234 |
|
|
2022
Q2 | $76K | Hold |
367
| – | – | 0.02% | 222 |
|
|
2022
Q1 | $94K | Hold |
367
| – | – | 0.02% | 194 |
|
|
2021
Q4 | $108K | Hold |
367
| – | – | 0.03% | 189 |
|
|
2021
Q3 | $108K | Hold |
367
| – | – | 0.03% | 179 |
|
|
2021
Q2 | $114K | Sell |
367
-1,728
| -82% | -$537K | 0.03% | 172 |
|
|
2021
Q1 | $124 | Buy |
2,095
+1,678
| +402% | +$99 | 0.04% | 157 |
|
|
2020
Q4 | $120K | Buy |
417
+50
| +14% | +$14.4K | 0.04% | 160 |
|
|
2020
Q3 | $81K | Hold |
367
| – | – | 0.03% | 175 |
|
|
2020
Q2 | $76K | Hold |
367
| – | – | 0.03% | 186 |
|
|
2020
Q1 | $58K | Hold |
367
| – | – | 0.03% | 208 |
|
|
2019
Q4 | $79K | Buy |
+367
| New | +$79K | 0.03% | 203 |
|