WWM
Wagner Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Hold |
0
| – | – | – | 230 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 495 |
|
|
2022
Q2 | – | Sell |
-262
| Closed | -$68K | – | 710 |
|
|
2022
Q1 | $68K | Buy |
262
+131
| +100% | +$34K | 0.05% | 150 |
|
|
2021
Q4 | $38K | Hold |
131
| – | – | 0.03% | 293 |
|
|
2021
Q3 | $40K | Hold |
131
| – | – | 0.03% | 266 |
|
|
2021
Q2 | $41K | Hold |
131
| – | – | 0.03% | 278 |
|
|
2021
Q1 | $39K | Hold |
131
| – | – | 0.03% | 255 |
|
|
2020
Q4 | $38K | Buy |
+131
| New | +$38K | 0.04% | 144 |
|
|
2018
Q3 | $28K | Hold |
131
| – | – | 0.02% | 305 |
|
|
2018
Q2 | $27K | Buy |
+131
| New | +$27K | 0.02% | 285 |
|