Wintrust Investments’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 | – | Sell |
-1,477
| Closed | -$358K | – | 422 |
|
|
2023
Q2 | $358K | Sell |
1,477
-19
| -1% | -$4.61K | 0.04% | 303 |
|
|
2023
Q1 | $339K | Sell |
1,496
-23
| -2% | -$5.21K | 0.04% | 250 |
|
|
2022
Q4 | $326K | Sell |
1,519
-67
| -4% | -$14.4K | 0.04% | 278 |
|
|
2022
Q3 | $328K | Sell |
1,586
-64
| -4% | -$13.2K | 0.04% | 291 |
|
|
2022
Q2 | $340K | Buy |
1,650
+11
| +0.7% | +$2.27K | 0.04% | 285 |
|
|
2022
Q1 | $419K | Sell |
1,639
-91
| -5% | -$23.3K | 0.04% | 273 |
|
|
2021
Q4 | $507K | Sell |
1,730
-10
| -0.6% | -$2.93K | 0.05% | 258 |
|
|
2021
Q3 | $511K | Sell |
1,740
-121
| -7% | -$35.5K | 0.07% | 178 |
|
|
2021
Q2 | $580K | Buy |
1,861
+70
| +4% | +$21.8K | 0.06% | 245 |
|
|
2021
Q1 | $539K | Buy |
+1,791
| New | +$539K | 0.06% | 248 |
|
|
2020
Q2 | – | Sell |
-1,519
| Closed | -$240K | – | 365 |
|
|
2020
Q1 | $240K | Sell |
1,519
-194
| -11% | -$30.7K | 0.04% | 275 |
|
|
2019
Q4 | $367K | Sell |
1,713
-50
| -3% | -$10.7K | 0.05% | 257 |
|
|
2019
Q3 | $340K | Sell |
1,763
-10
| -0.6% | -$1.93K | 0.05% | 268 |
|
|
2019
Q2 | $356K | Sell |
1,773
-4
| -0.2% | -$803 | 0.05% | 260 |
|
|
2019
Q1 | $349K | Hold |
1,777
| – | – | 0.06% | 253 |
|
|
2018
Q4 | $299K | Hold |
1,777
| – | – | 0.06% | 259 |
|
|
2018
Q3 | $382K | Hold |
1,777
| – | – | 0.06% | 251 |
|
|
2018
Q2 | $363K | Buy |
+1,777
| New | +$363K | 0.06% | 255 |
|