Braver 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $5M | Buy |
+32,488
| New | +$5M | 0.81% | 37 |
|
|
2016
Q2 | – | Sell |
-54,414
| Closed | -$7.22M | – | 148 |
|
|
2016
Q1 | $7.22M | Buy |
+54,414
| New | +$7.22M | 1.19% | 21 |
|
|
2015
Q3 | – | Sell |
-23,980
| Closed | -$3.71M | – | 86 |
|
|
2015
Q2 | $3.71M | Sell |
23,980
-73,791
| -75% | -$11.4M | 0.9% | 27 |
|
|
2015
Q1 | $14.8M | Buy |
+97,771
| New | +$14.8M | 3.04% | 8 |
|
|
2014
Q3 | – | Sell |
-94,365
| Closed | -$13.1M | – | 81 |
|
|
2014
Q2 | $13.1M | Buy |
+94,365
| New | +$13.1M | 3.37% | 9 |
|