WealthSource Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $659K | Buy |
2,614
+1,100
| +73% | +$277K | 0.04% | 265 |
|
|
2023
Q3 | $339K | Sell |
1,514
-1
| -0.1% | -$224 | 0.02% | 387 |
|
|
2023
Q2 | $368K | Sell |
1,515
-4
| -0.3% | -$971 | 0.02% | 372 |
|
|
2023
Q1 | $345K | Hold |
1,519
| – | – | 0.02% | 383 |
|
|
2022
Q4 | $326K | Buy |
1,519
+24
| +2% | +$5.15K | 0.02% | 379 |
|
|
2022
Q3 | $309K | Hold |
1,495
| – | – | 0.02% | 387 |
|
|
2022
Q2 | $308K | Buy |
+1,495
| New | +$308K | 0.02% | 399 |
|