WestHill 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-309
| Closed | -$69.3K | – | 95 |
|
|
2023
Q3 | $69.3K | Hold |
309
| – | – | 0.02% | 82 |
|
|
2023
Q2 | $75K | Hold |
309
| – | – | 0.02% | 82 |
|
|
2023
Q1 | $70.1K | Hold |
309
| – | – | 0.02% | 81 |
|
|
2022
Q4 | $66.3K | Buy |
309
+34
| +12% | +$7.29K | 0.02% | 82 |
|
|
2022
Q3 | $57K | Hold |
275
| – | – | 0.02% | 77 |
|
|
2022
Q2 | $57K | Sell |
275
-12
| -4% | -$2.49K | 0.02% | 81 |
|
|
2022
Q1 | $73K | Hold |
287
| – | – | 0.02% | 87 |
|
|
2021
Q4 | $84K | Buy |
287
+10
| +4% | +$2.93K | 0.02% | 86 |
|
|
2021
Q3 | $81K | Buy |
+277
| New | +$81K | 0.03% | 74 |
|
|
2021
Q1 | $64K | Sell |
214
-152
| -42% | -$45.5K | 0.02% | 66 |
|
|
2020
Q4 | $105K | Buy |
+366
| New | +$105K | 0.04% | 61 |
|