Tempus Wealth Planning’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
Q1
Sell
-1,935
Closed -$567K 145
2021
Q4
$567K Buy
1,935
+144
+8% +$42.2K 0.31% 89
2021
Q3
$526K Buy
1,791
+369
+26% +$108K 0.3% 87
2021
Q2
$443K Buy
1,422
+401
+39% +$125K 0.29% 93
2021
Q1
$307K Buy
+1,021
New +$307K 0.33% 81