AdvicePeriod’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $2.39M | Buy |
7,663
+177
| +2% | +$55.2K | 0.16% | 56 |
|
|
2021
Q1 | $2.25M | Buy |
7,486
+276
| +4% | +$83K | 0.16% | 54 |
|
|
2020
Q4 | $2.07M | Buy |
7,210
+103
| +1% | +$29.5K | 0.16% | 54 |
|
|
2020
Q3 | $1.57M | Buy |
7,107
+1,627
| +30% | +$360K | 0.14% | 57 |
|
|
2020
Q2 | $1.13M | Buy |
5,480
+187
| +4% | +$38.7K | 0.12% | 56 |
|
|
2020
Q1 | $837K | Sell |
5,293
-4
| -0.1% | -$633 | 0.09% | 67 |
|
|
2019
Q4 | $1.14M | Buy |
5,297
+1
| +0% | +$214 | 0.1% | 64 |
|
|
2019
Q3 | $1.02M | Sell |
5,296
-1,925
| -27% | -$371K | 0.09% | 61 |
|
|
2019
Q2 | $1.45M | Sell |
7,221
-333
| -4% | -$66.9K | 0.14% | 59 |
|
|
2019
Q1 | $1.49M | Sell |
7,554
-4,153
| -35% | -$817K | 0.14% | 59 |
|
|
2018
Q4 | $1.97M | Sell |
11,707
-949
| -7% | -$159K | 0.22% | 54 |
|
|
2018
Q3 | $2.72M | Buy |
12,656
+485
| +4% | +$104K | 0.3% | 43 |
|
|
2018
Q2 | $2.49M | Buy |
12,171
+1,321
| +12% | +$270K | 0.4% | 32 |
|
|
2018
Q1 | $2.07M | Buy |
10,850
+2,513
| +30% | +$479K | 0.36% | 34 |
|
|
2017
Q4 | $1.56M | Buy |
+8,337
| New | +$1.56M | 0.3% | 37 |
|