Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $106K | Hold |
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|
2024
Q3 | $104K | Hold |
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|
2024
Q2 | $96.3K | Hold |
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|
2024
Q1 | $99.4K | Hold |
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|
2023
Q4 | $92.6K | Hold |
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|
2023
Q3 | $82.3K | Hold |
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|
2023
Q2 | $89.1K | Hold |
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|
2023
Q1 | $83.2K | Hold |
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|
2022
Q4 | $78.7K | Hold |
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|
2022
Q3 | $76K | Hold |
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|
2022
Q2 | $76K | Hold |
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|
2022
Q1 | $94K | Hold |
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|
2021
Q4 | $108K | Hold |
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|
2021
Q3 | $108K | Hold |
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|
2021
Q2 | $114K | Sell |
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|
2021
Q1 | $124 | Buy |
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|
2020
Q4 | $120K | Buy |
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|
2020
Q3 | $81K | Hold |
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|
2020
Q2 | $76K | Hold |
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|
2020
Q1 | $58K | Hold |
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|
2019
Q4 | $79K | Buy |
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