Thrive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,607
| Closed | -$345K | – | 176 |
|
|
2022
Q4 | $345K | Buy |
1,607
+544
| +51% | +$117K | 0.1% | 120 |
|
|
2022
Q3 | $220K | Sell |
1,063
-1,637
| -61% | -$339K | 0.08% | 134 |
|
|
2022
Q2 | $557K | Buy |
2,700
+563
| +26% | +$116K | 0.19% | 70 |
|
|
2022
Q1 | $547K | Buy |
2,137
+1,416
| +196% | +$362K | 0.16% | 73 |
|
|
2021
Q4 | $211K | Buy |
+721
| New | +$211K | 0.07% | 137 |
|