Wealthstreet Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-700	Closed	-$211K	–	210
2021 Q1	$211K	Sell	700 -900	-56%	-$279K	0.02%	343
2020 Q4	$459K	Sell	1,600 -30	-2%	-$7.65K	0.05%	249
2020 Q3	$361K	Buy	1,630 +113	+7%	+$24.7K	0.04%	260
2020 Q2	$314K	Buy	+1,517	New	+$284K	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%	+$13.8K	0.03%	316
2019 Q1	$210K	Buy	+1,067	New	+$203K	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	+$207K	0.03%	326