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Apriem Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-100
| Closed | -$20K | – | 255 |
|
|
2018
Q2 | $20K | Buy |
+100
| New | +$20K | ﹤0.01% | 355 |
|
|
2017
Q2 | – | Sell |
-150
| Closed | -$24K | – | 335 |
|
|
2017
Q1 | $24K | Buy |
150
+75
| +100% | +$12K | 0.01% | 320 |
|
|
2016
Q4 | $12K | Buy |
+75
| New | +$12K | ﹤0.01% | 425 |
|