WFA
Wipfli Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $6.08M | Sell |
29,447
-674
| -2% | -$139K | 0.43% | 28 |
|
|
2022
Q2 | $6.21M | Sell |
30,121
-1,256
| -4% | -$259K | 0.68% | 21 |
|
|
2022
Q1 | $8.02M | Sell |
31,377
-464
| -1% | -$119K | 0.81% | 16 |
|
|
2021
Q4 | $9.33M | Sell |
31,841
-3,677
| -10% | -$1.08M | 1.07% | 12 |
|
|
2021
Q3 | $10.4M | Sell |
35,518
-1,916
| -5% | -$563K | 1.33% | 11 |
|
|
2021
Q2 | $11.7M | Sell |
37,434
-623
| -2% | -$194K | 1.65% | 10 |
|
|
2021
Q1 | $11.4M | Sell |
38,057
-2,282
| -6% | -$686K | 6.23% | 3 |
|
|
2020
Q4 | $11.6M | Buy |
+40,339
| New | +$11.6M | 6.89% | 3 |
|