Wealthstreet Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-700
| Closed | -$211K | – | 210 |
|
|
2021
Q1 | $211K | Sell |
700
-900
| -56% | -$271K | 0.02% | 343 |
|
|
2020
Q4 | $459K | Sell |
1,600
-30
| -2% | -$8.61K | 0.05% | 249 |
|
|
2020
Q3 | $361K | Buy |
1,630
+113
| +7% | +$25K | 0.04% | 260 |
|
|
2020
Q2 | $314K | Buy |
+1,517
| New | +$314K | 0.04% | 263 |
|
|
2020
Q1 | – | Sell |
-1,137
| Closed | -$244K | – | 325 |
|
|
2019
Q4 | $244K | Hold |
1,137
| – | – | 0.03% | 309 |
|
|
2019
Q3 | $227K | Hold |
1,137
| – | – | 0.03% | 311 |
|
|
2019
Q2 | $228K | Buy |
1,137
+70
| +7% | +$14K | 0.03% | 316 |
|
|
2019
Q1 | $210K | Buy |
+1,067
| New | +$210K | 0.03% | 321 |
|
|
2018
Q4 | – | Sell |
-1,077
| Closed | -$232K | – | 335 |
|
|
2018
Q3 | $232K | Hold |
1,077
| – | – | 0.03% | 323 |
|
|
2018
Q2 | $220K | Hold |
1,077
| – | – | 0.03% | 321 |
|
|
2018
Q1 | $205K | Buy |
+1,077
| New | +$205K | 0.03% | 326 |
|