B. Riley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $419 | Sell |
2,030
-3,283
| -62% | -$678 | ﹤0.01% | 450 |
|
|
2022
Q1 | $1.36M | Sell |
5,313
-46
| -0.9% | -$11.8K | 0.1% | 185 |
|
|
2021
Q4 | $1.57M | Sell |
5,359
-200
| -4% | -$58.6K | 0.11% | 178 |
|
|
2021
Q3 | $1.63M | Buy |
5,559
+929
| +20% | +$273K | 0.13% | 165 |
|
|
2021
Q2 | $1.44M | Sell |
4,630
-450
| -9% | -$140K | 0.16% | 137 |
|
|
2021
Q1 | $1.53M | Sell |
5,080
-935
| -16% | -$281K | 0.18% | 116 |
|
|
2020
Q4 | $1.73M | Hold |
6,015
| – | – | 0.22% | 101 |
|
|
2020
Q3 | $1.33M | Sell |
6,015
-1,516
| -20% | -$336K | 0.16% | 122 |
|
|
2020
Q2 | $1.56M | Sell |
7,531
-3,143
| -29% | -$650K | 0.17% | 121 |
|
|
2020
Q1 | $1.69M | Buy |
10,674
+7,382
| +224% | +$1.17M | 0.18% | 118 |
|
|
2019
Q4 | $705K | Buy |
3,292
+109
| +3% | +$23.3K | 0.11% | 180 |
|
|
2019
Q3 | $613K | Buy |
3,183
+826
| +35% | +$159K | 0.11% | 179 |
|
|
2019
Q2 | $473 | Hold |
2,357
| – | – | 0.07% | 212 |
|
|
2019
Q1 | $464K | Buy |
+2,357
| New | +$464K | 0.08% | 215 |
|
|
2018
Q4 | – | Sell |
-5,608
| Closed | -$1.21M | – | 374 |
|
|
2018
Q3 | $1.21M | Buy |
+5,608
| New | +$1.21M | 0.3% | 83 |
|
|
2015
Q3 | – | Sell |
-546
| Closed | -$84K | – | 460 |
|
|
2015
Q2 | $84K | Buy |
546
+95
| +21% | +$14.6K | 0.07% | 308 |
|
|
2015
Q1 | $68K | Hold |
451
| – | – | 0.05% | 359 |
|
|
2014
Q4 | $64K | Hold |
451
| – | – | 0.05% | 348 |
|
|
2014
Q3 | $58K | Sell |
451
-184
| -29% | -$23.7K | 0.04% | 382 |
|
|
2014
Q2 | $87K | Buy |
635
+278
| +78% | +$38.1K | 0.06% | 374 |
|
|
2014
Q1 | $49K | Buy |
+357
| New | +$49K | 0.04% | 446 |
|