Windsor 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
Q3 | $400K | Sell |
1,784
-922
| -34% | -$207K | 0.07% | 108 |
|
|
2023
Q2 | $657K | Sell |
2,706
-694
| -20% | -$168K | 0.12% | 90 |
|
|
2023
Q1 | $760K | Sell |
3,400
-4,137
| -55% | -$925K | 0.15% | 78 |
|
|
2022
Q4 | $1.64M | Sell |
7,537
-1,568
| -17% | -$341K | 0.34% | 55 |
|
|
2022
Q3 | $1.92M | Sell |
9,105
-2,373
| -21% | -$501K | 0.48% | 43 |
|
|
2022
Q2 | $2.41M | Buy |
+11,478
| New | +$2.41M | 0.61% | 32 |
|
|
2020
Q3 | – | Sell |
-1,189
| Closed | -$246K | – | 193 |
|
|
2020
Q2 | $246K | Buy |
+1,189
| New | +$246K | 0.08% | 172 |
|