Washington Trust Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-189
| Closed | -$51.1K | – | 672 |
|
|
2024
Q1 | $51.1K | Hold |
189
| – | – | ﹤0.01% | 314 |
|
|
2023
Q4 | $47.6K | Sell |
189
-1
| -0.5% | -$252 | ﹤0.01% | 317 |
|
|
2023
Q3 | $42.7K | Buy |
190
+7
| +4% | +$1.57K | ﹤0.01% | 323 |
|
|
2023
Q2 | $44.4K | Sell |
183
-8
| -4% | -$1.94K | ﹤0.01% | 307 |
|
|
2023
Q1 | $43.3K | Sell |
191
-308
| -62% | -$69.9K | ﹤0.01% | 328 |
|
|
2022
Q4 | $107K | Sell |
499
-339
| -40% | -$72.7K | 0.01% | 241 |
|
|
2022
Q3 | $173K | Hold |
838
| – | – | 0.02% | 216 |
|
|
2022
Q2 | $173K | Buy |
838
+39
| +5% | +$8.05K | 0.02% | 215 |
|
|
2022
Q1 | $205K | Buy |
799
+57
| +8% | +$14.6K | 0.01% | 231 |
|
|
2021
Q4 | $217K | Buy |
+742
| New | +$217K | 0.01% | 238 |
|