BWA
Burt Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-49
| Closed | -$14K | – | 226 |
|
|
2020
Q4 | $14K | Hold |
49
| – | – | ﹤0.01% | 271 |
|
|
2020
Q3 | $11K | Hold |
49
| – | – | ﹤0.01% | 276 |
|
|
2020
Q2 | $10K | Hold |
49
| – | – | ﹤0.01% | 267 |
|
|
2020
Q1 | $8K | Hold |
49
| – | – | ﹤0.01% | 278 |
|
|
2019
Q4 | $10K | Hold |
49
| – | – | ﹤0.01% | 269 |
|
|
2019
Q3 | $9K | Hold |
49
| – | – | ﹤0.01% | 275 |
|
|
2019
Q2 | $10K | Hold |
49
| – | – | ﹤0.01% | 271 |
|
|
2019
Q1 | $10K | Hold |
49
| – | – | ﹤0.01% | 274 |
|
|
2018
Q4 | $8K | Hold |
49
| – | – | ﹤0.01% | 282 |
|
|
2018
Q3 | $11K | Hold |
49
| – | – | 0.01% | 289 |
|
|
2018
Q2 | $10K | Hold |
49
| – | – | ﹤0.01% | 283 |
|
|
2018
Q1 | $9K | Hold |
49
| – | – | ﹤0.01% | 295 |
|
|
2017
Q4 | $9K | Hold |
49
| – | – | 0.01% | 280 |
|
|
2017
Q3 | $8K | Hold |
49
| – | – | 0.01% | 275 |
|
|
2017
Q2 | $8K | Hold |
49
| – | – | 0.01% | 305 |
|
|
2017
Q1 | $8K | Hold |
49
| – | – | 0.01% | 274 |
|
|
2016
Q4 | $8K | Hold |
49
| – | – | 0.01% | 294 |
|
|
2016
Q3 | $7K | Hold |
49
| – | – | 0.01% | 293 |
|
|
2016
Q2 | $6K | Hold |
49
| – | – | 0.01% | 303 |
|
|
2016
Q1 | $6K | Hold |
49
| – | – | 0.01% | 363 |
|
|
2015
Q4 | $6K | Buy |
+49
| New | +$6K | ﹤0.01% | 345 |
|