Bridgeworth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-737
| Closed | -$150K | – | 335 |
|
|
2018
Q2 | $150K | Buy |
+737
| New | +$150K | 0.06% | 168 |
|
|
2017
Q3 | – | Sell |
-1,288
| Closed | -$216K | – | 97 |
|
|
2017
Q2 | $216K | Sell |
1,288
-58
| -4% | -$9.73K | 0.11% | 130 |
|
|
2017
Q1 | $213K | Sell |
1,346
-164
| -11% | -$26K | 0.11% | 137 |
|
|
2016
Q4 | $238K | Buy |
+1,510
| New | +$238K | 0.13% | 123 |
|