YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-823
| Closed | -$241K | – | 290 |
|
|
2021
Q4 | $241K | Buy |
+823
| New | +$241K | 0.05% | 256 |
|
|
2019
Q3 | – | Sell |
-445
| Closed | -$89K | – | 413 |
|
|
2019
Q2 | $89K | Hold |
445
| – | – | 0.04% | 306 |
|
|
2019
Q1 | $88K | Sell |
445
-90
| -17% | -$17.8K | 0.04% | 295 |
|
|
2018
Q4 | $90K | Sell |
535
-25
| -4% | -$4.21K | 0.05% | 262 |
|
|
2018
Q3 | $119K | Sell |
560
-20
| -3% | -$4.25K | 0.05% | 255 |
|
|
2018
Q2 | $119K | Hold |
580
| – | – | 0.05% | 262 |
|
|
2018
Q1 | $113K | Hold |
580
| – | – | 0.05% | 279 |
|
|
2017
Q4 | $106K | Sell |
580
-100
| -15% | -$18.3K | 0.05% | 280 |
|
|
2017
Q3 | $122K | Sell |
680
-75
| -10% | -$13.5K | 0.06% | 233 |
|
|
2017
Q2 | $128K | Hold |
755
| – | – | 0.07% | 223 |
|
|
2017
Q1 | $125K | Buy |
755
+50
| +7% | +$8.28K | 0.07% | 220 |
|
|
2016
Q4 | $110K | Buy |
+705
| New | +$110K | 0.06% | 228 |
|