Summit Financial Group’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
Q2 | – | Sell |
-980
| Closed | -$222K | – | 188 |
|
|
2023
Q1 | $222K | Sell |
980
-275
| -22% | -$62.4K | 0.08% | 180 |
|
|
2022
Q4 | $269K | Hold |
1,255
| – | – | 0.11% | 162 |
|
|
2022
Q3 | $259K | Sell |
1,255
-45
| -3% | -$9.29K | 0.11% | 163 |
|
|
2022
Q2 | $268K | Hold |
1,300
| – | – | 0.1% | 166 |
|
|
2022
Q1 | $332K | Hold |
1,300
| – | – | 0.11% | 156 |
|
|
2021
Q4 | $381K | Hold |
1,300
| – | – | 0.12% | 151 |
|
|
2021
Q3 | $382K | Hold |
1,300
| – | – | 0.14% | 144 |
|
|
2021
Q2 | $405K | Hold |
1,300
| – | – | 0.15% | 138 |
|
|
2021
Q1 | $391K | Hold |
1,300
| – | – | 0.16% | 119 |
|
|
2020
Q4 | $373K | Hold |
1,300
| – | – | 0.16% | 111 |
|
|
2020
Q3 | $288K | Hold |
1,300
| – | – | 0.14% | 123 |
|
|
2020
Q2 | $269K | Hold |
1,300
| – | – | 0.14% | 123 |
|
|
2020
Q1 | $206K | Hold |
1,300
| – | – | 0.12% | 132 |
|
|
2019
Q4 | $278K | Hold |
1,300
| – | – | 0.13% | 133 |
|
|
2019
Q3 | $251K | Hold |
1,300
| – | – | 0.13% | 138 |
|
|
2019
Q2 | $261K | Buy |
+1,300
| New | +$261K | 0.12% | 139 |
|