Wellspring Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,940
| Closed | -$496K | – | 123 |
|
|
2022
Q1 | $496K | Sell |
1,940
-196
| -9% | -$50.1K | 0.15% | 55 |
|
|
2021
Q4 | $626K | Hold |
2,136
| – | – | 0.17% | 51 |
|
|
2021
Q3 | $627K | Hold |
2,136
| – | – | 0.19% | 50 |
|
|
2021
Q2 | $666K | Sell |
2,136
-1,514
| -41% | -$472K | 0.21% | 49 |
|
|
2021
Q1 | $577K | Buy |
3,650
+1,085
| +42% | +$172K | 0.28% | 40 |
|
|
2020
Q4 | $735K | Sell |
2,565
-1,085
| -30% | -$311K | 0.26% | 44 |
|
|
2020
Q3 | $809K | Hold |
3,650
| – | – | 0.32% | 38 |
|
|
2020
Q2 | $755K | Hold |
3,650
| – | – | 0.31% | 38 |
|
|
2020
Q1 | $577K | Buy |
+3,650
| New | +$577K | 0.28% | 40 |
|