Bridges 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,400
| Closed | -$208K | – | 135 |
|
|
2016
Q3 | $208K | Buy |
+1,400
| New | +$208K | 0.03% | 128 |
|
|
2016
Q2 | – | Sell |
-1,700
| Closed | -$225K | – | 134 |
|
|
2016
Q1 | $225K | Hold |
1,700
| – | – | 0.04% | 123 |
|
|
2015
Q4 | $237K | Hold |
1,700
| – | – | 0.04% | 120 |
|
|
2015
Q3 | $263K | Hold |
1,700
| – | – | 0.05% | 126 |
|
|
2015
Q2 | $263K | Hold |
1,700
| – | – | 0.05% | 126 |
|
|
2015
Q1 | $258K | Hold |
1,700
| – | – | 0.05% | 128 |
|
|
2014
Q4 | $242K | Hold |
1,700
| – | – | 0.04% | 130 |
|
|
2014
Q3 | $220K | Hold |
1,700
| – | – | 0.04% | 131 |
|
|
2014
Q2 | $235K | Hold |
1,700
| – | – | 0.04% | 129 |
|
|
2014
Q1 | $231K | Hold |
1,700
| – | – | 0.05% | 121 |
|
|
2013
Q4 | $230K | Hold |
1,700
| – | – | 0.05% | 119 |
|
|
2013
Q3 | $214K | Buy |
+1,700
| New | +$214K | 0.05% | 119 |
|