Aspen Investment Management’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
Q3 | – | Sell |
-4,069
| Closed | -$1.27M | – | 145 |
|
2021
Q2 | $1.27M | Sell |
4,069
-319
| -7% | -$99.4K | 0.66% | 45 |
|
2021
Q1 | $1.32M | Sell |
4,388
-33
| -0.7% | -$9.93K | 0.74% | 42 |
|
2020
Q4 | $1.27M | Sell |
4,421
-24
| -0.5% | -$6.88K | 0.75% | 45 |
|
2020
Q3 | $985K | Buy |
4,445
+46
| +1% | +$10.2K | 0.66% | 49 |
|
2020
Q2 | $910K | Buy |
+4,399
| New | +$910K | 0.65% | 51 |
|