Tilia Fiduciary Partners’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
Q3 | – | Sell |
-200
| Closed | -$48.5K | – | 279 |
|
|
2023
Q2 | $48.5K | Hold |
200
| – | – | 0.04% | 218 |
|
|
2023
Q1 | $45.4K | Hold |
200
| – | – | 0.04% | 218 |
|
|
2022
Q4 | $42.9K | Hold |
200
| – | – | 0.04% | 215 |
|
|
2022
Q3 | $42K | Hold |
200
| – | – | 0.04% | 213 |
|
|
2022
Q2 | $42K | Hold |
200
| – | – | 0.04% | 222 |
|
|
2022
Q1 | $51K | Hold |
200
| – | – | 0.04% | 217 |
|
|
2021
Q4 | $59K | Buy |
+200
| New | +$59K | 0.05% | 204 |
|