Baltimore-Washington Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-16,554
| Closed | -$2.31M | – | 88 |
|
|
2015
Q4 | $2.31M | Buy |
16,554
+458
| +3% | +$63.8K | 0.72% | 64 |
|
|
2015
Q3 | $2.16M | Buy |
16,096
+1,081
| +7% | +$145K | 0.68% | 64 |
|
|
2015
Q2 | $2.32M | Buy |
15,015
+855
| +6% | +$132K | 0.69% | 66 |
|
|
2015
Q1 | $2.15M | Buy |
14,160
+3,338
| +31% | +$506K | 0.62% | 67 |
|
|
2014
Q4 | $1.54M | Buy |
10,822
+3,364
| +45% | +$479K | 0.46% | 69 |
|
|
2014
Q3 | $967K | Buy |
7,458
+823
| +12% | +$107K | 0.31% | 73 |
|
|
2014
Q2 | $918K | Buy |
6,635
+1,605
| +32% | +$222K | 0.29% | 78 |
|
|
2014
Q1 | $684K | Buy |
5,030
+350
| +7% | +$47.6K | 0.23% | 77 |
|
|
2013
Q4 | $634K | Buy |
4,680
+1,230
| +36% | +$167K | 0.21% | 80 |
|
|
2013
Q3 | $434K | Buy |
3,450
+545
| +19% | +$68.6K | 0.17% | 80 |
|
|
2013
Q2 | $324K | Buy |
+2,905
| New | +$324K | 0.14% | 83 |
|