AG
Appleton Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-44,035
| Closed | -$5.71M | – | 23 |
|
|
2014
Q3 | $5.71M | Buy |
44,035
+3,652
| +9% | +$474K | 7.21% | 7 |
|
|
2014
Q2 | $5.59M | Sell |
40,383
-2,545
| -6% | -$352K | 6.21% | 8 |
|
|
2014
Q1 | $5.84M | Sell |
42,928
-2,743
| -6% | -$373K | 7.17% | 7 |
|
|
2013
Q4 | $6.19M | Buy |
45,671
+916
| +2% | +$124K | 8.16% | 6 |
|
|
2013
Q3 | $5.63M | Buy |
+44,755
| New | +$5.63M | 7.71% | 6 |
|