VWA
V Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,236
| Closed | -$543K | – | 234 |
|
|
2023
Q2 | $543K | Sell |
2,236
-25
| -1% | -$6.07K | 0.09% | 189 |
|
|
2023
Q1 | $513K | Sell |
2,261
-12
| -0.5% | -$2.72K | 0.1% | 191 |
|
|
2022
Q4 | $488K | Hold |
2,273
| – | – | 0.1% | 191 |
|
|
2022
Q3 | $469K | Sell |
2,273
-4
| -0.2% | -$825 | 0.09% | 208 |
|
|
2022
Q2 | $469K | Buy |
2,277
+127
| +6% | +$26.2K | 0.09% | 226 |
|
|
2022
Q1 | $550K | Sell |
2,150
-973
| -31% | -$249K | 0.09% | 230 |
|
|
2021
Q4 | $915K | Sell |
3,123
-70
| -2% | -$20.5K | 0.13% | 169 |
|
|
2021
Q3 | $938K | Sell |
3,193
-9
| -0.3% | -$2.64K | 0.15% | 158 |
|
|
2021
Q2 | $997K | Sell |
3,202
-80
| -2% | -$24.9K | 0.16% | 150 |
|
|
2021
Q1 | $987K | Sell |
3,282
-3,087
| -48% | -$928K | 0.18% | 142 |
|
|
2020
Q4 | $1.83M | Buy |
6,369
+4,173
| +190% | +$1.2M | 0.38% | 60 |
|
|
2020
Q3 | $486K | Sell |
2,196
-4,804
| -69% | -$1.06M | 0.34% | 81 |
|
|
2020
Q2 | $1.45M | Buy |
7,000
+4,520
| +182% | +$935K | 0.38% | 64 |
|
|
2020
Q1 | $392K | Sell |
2,480
-1
| -0% | -$158 | 0.12% | 181 |
|
|
2019
Q4 | $478K | Hold |
2,481
| – | – | 0.17% | 140 |
|
|
2019
Q3 | $478K | Sell |
2,481
-36
| -1% | -$6.94K | 0.17% | 141 |
|
|
2019
Q2 | $504K | Buy |
2,517
+92
| +4% | +$18.4K | 0.19% | 130 |
|
|
2019
Q1 | $487K | Buy |
2,425
+26
| +1% | +$5.22K | 0.2% | 126 |
|
|
2018
Q4 | $428K | Buy |
2,399
+50
| +2% | +$8.92K | 0.22% | 116 |
|
|
2018
Q3 | $506K | Sell |
2,349
-166
| -7% | -$35.8K | 0.23% | 110 |
|
|
2018
Q2 | $531K | Sell |
2,515
-95
| -4% | -$20.1K | 0.3% | 90 |
|
|
2018
Q1 | $485K | Sell |
2,610
-32
| -1% | -$5.95K | 0.26% | 103 |
|
|
2017
Q4 | $506K | Sell |
2,642
-129
| -5% | -$24.7K | 0.25% | 101 |
|
|
2017
Q3 | $498K | Sell |
2,771
-160
| -5% | -$28.8K | 0.25% | 95 |
|
|
2017
Q2 | $496K | Sell |
2,931
-6
| -0.2% | -$1.02K | 0.23% | 93 |
|
|
2017
Q1 | $477K | Buy |
2,937
+171
| +6% | +$27.8K | 0.29% | 90 |
|
|
2016
Q4 | $422K | Buy |
2,766
+265
| +11% | +$40.4K | 0.31% | 93 |
|
|
2016
Q3 | $371K | Hold |
2,501
| – | – | 0.3% | 102 |
|
|
2016
Q2 | $344K | Sell |
2,501
-899
| -26% | -$124K | 0.28% | 104 |
|
|
2016
Q1 | $450K | Buy |
+3,400
| New | +$450K | 0.36% | 76 |
|