CCM Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,148
| Closed | -$336K | – | 71 |
|
|
2021
Q4 | $336K | Hold |
1,148
| – | – | 0.04% | 62 |
|
|
2021
Q3 | $337K | Hold |
1,148
| – | – | 0.04% | 63 |
|
|
2021
Q2 | $357K | Hold |
1,148
| – | – | 0.05% | 63 |
|
|
2021
Q1 | $345K | Hold |
1,148
| – | – | 0.05% | 61 |
|
|
2020
Q4 | $329K | Hold |
1,148
| – | – | 0.05% | 62 |
|
|
2020
Q3 | $254K | Hold |
1,148
| – | – | 0.04% | 66 |
|
|
2020
Q2 | $237K | Buy |
+1,148
| New | +$237K | 0.04% | 61 |
|
|
2020
Q1 | – | Sell |
-1,148
| Closed | -$245K | – | 69 |
|
|
2019
Q4 | $245K | Hold |
1,148
| – | – | 0.04% | 65 |
|
|
2019
Q3 | $221K | Hold |
1,148
| – | – | 0.04% | 63 |
|
|
2019
Q2 | $230K | Hold |
1,148
| – | – | 0.04% | 67 |
|
|
2019
Q1 | $225K | Buy |
+1,148
| New | +$225K | 0.04% | 75 |
|
|
2018
Q4 | – | Sell |
-1,148
| Closed | -$246K | – | 88 |
|
|
2018
Q3 | $246K | Hold |
1,148
| – | – | 0.05% | 82 |
|
|
2018
Q2 | $234K | Hold |
1,148
| – | – | 0.04% | 82 |
|
|
2018
Q1 | $218K | Hold |
1,148
| – | – | 0.04% | 75 |
|
|
2017
Q4 | $214K | Hold |
1,148
| – | – | 0.04% | 82 |
|
|
2017
Q3 | $205K | Buy |
+1,148
| New | +$205K | 0.04% | 87 |
|