BKS Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$291K Sell
2018
Q4
$249K Hold
2018
Q3
$318K Sell
2018
Q2
$454K Buy
2018
Q1
$423K Hold
2017
Q4
$414K Hold
2017
Q3
$397K Hold
2017
Q2
$374K Hold
2017
Q1
$359K Hold
2016
Q4
$341K Sell
2016
Q3
$351K Hold
2016
Q2
$323K Buy
2016
Q1
$295K Hold
2015
Q4
$309K Sell
2015
Q3
$343K Hold
2015
Q2
$395K Sell
2015
Q1
$535K Buy