Western Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,008
| Closed | -$229K | – | 660 |
|
|
2023
Q1 | $229K | Buy |
1,008
+1
| +0.1% | +$227 | 0.02% | 573 |
|
|
2022
Q4 | $216K | Sell |
1,007
-1,105
| -52% | -$237K | 0.02% | 553 |
|
|
2022
Q3 | $435K | Sell |
2,112
-198
| -9% | -$40.8K | 0.02% | 535 |
|
|
2022
Q2 | $475K | Buy |
2,310
+58
| +3% | +$11.9K | 0.03% | 493 |
|
|
2022
Q1 | $576K | Buy |
2,252
+1,028
| +84% | +$263K | 0.03% | 484 |
|
|
2021
Q4 | $360K | Buy |
+1,224
| New | +$360K | 0.04% | 410 |
|
|
2021
Q2 | $402K | Sell |
1,288
-145
| -10% | -$45.3K | 0.04% | 416 |
|
|
2021
Q1 | $431K | Sell |
1,433
-796
| -36% | -$239K | 0.06% | 319 |
|
|
2020
Q4 | $639K | Buy |
2,229
+1,081
| +94% | +$310K | 0.09% | 215 |
|
|
2020
Q3 | $254K | Sell |
1,148
-400
| -26% | -$88.5K | 0.04% | 366 |
|
|
2020
Q2 | $320K | Buy |
1,548
+1
| +0.1% | +$207 | 0.06% | 302 |
|
|
2020
Q1 | $244K | Sell |
1,547
-3
| -0.2% | -$473 | 0.06% | 302 |
|
|
2019
Q4 | $332K | Sell |
1,550
-140
| -8% | -$30K | 0.05% | 292 |
|
|
2019
Q3 | $325K | Sell |
1,690
-40
| -2% | -$7.69K | 0.07% | 273 |
|
|
2019
Q2 | $346K | Buy |
1,730
+350
| +25% | +$70K | 0.05% | 282 |
|
|
2019
Q1 | $272K | Buy |
1,380
+43
| +3% | +$8.48K | 0.06% | 304 |
|
|
2018
Q4 | $225K | Buy |
+1,337
| New | +$225K | 0.06% | 303 |
|