Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $254K | Sell |
1,229
-50
| -4% | -$10.3K | 0.07% | 132 |
|
|
2022
Q2 | $264K | Buy |
1,279
+99
| +8% | +$20.4K | 0.07% | 128 |
|
|
2022
Q1 | $302K | Hold |
1,180
| – | – | 0.07% | 123 |
|
|
2021
Q4 | $346K | Hold |
1,180
| – | – | 0.08% | 99 |
|
|
2021
Q3 | $346K | Hold |
1,180
| – | – | 0.09% | 92 |
|
|
2021
Q2 | $368K | Hold |
1,180
| – | – | 0.1% | 86 |
|
|
2021
Q1 | $355K | Hold |
1,180
| – | – | 0.11% | 81 |
|
|
2020
Q4 | $338K | Hold |
1,180
| – | – | 0.11% | 76 |
|
|
2020
Q3 | $261K | Hold |
1,180
| – | – | 0.1% | 77 |
|
|
2020
Q2 | $244K | Buy |
+1,180
| New | +$244K | 0.11% | 79 |
|