Certified Advisory Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-36
| Closed | -$11K | – | 474 |
|
|
2021
Q1 | $11K | Buy |
+36
| New | +$11K | ﹤0.01% | 580 |
|
|
2020
Q2 | $7K | Sell |
36
-146
| -80% | -$28.4K | ﹤0.01% | 599 |
|
|
2020
Q1 | $29K | Sell |
182
-72
| -28% | -$11.5K | 0.01% | 354 |
|
|
2019
Q4 | $54K | Hold |
254
| – | – | 0.02% | 308 |
|
|
2019
Q3 | $49K | Hold |
254
| – | – | 0.02% | 322 |
|
|
2019
Q2 | $51K | Buy |
254
+185
| +268% | +$37.1K | 0.02% | 313 |
|
|
2019
Q1 | $14K | Hold |
69
| – | – | 0.01% | 505 |
|
|
2018
Q4 | $12K | Sell |
69
-17
| -20% | -$2.96K | 0.01% | 508 |
|
|
2018
Q3 | $18K | Hold |
86
| – | – | 0.01% | 466 |
|
|
2018
Q2 | $18K | Hold |
86
| – | – | 0.01% | 450 |
|
|
2018
Q1 | $16K | Sell |
86
-17
| -17% | -$3.16K | 0.01% | 443 |
|
|
2017
Q4 | $19K | Buy |
+103
| New | +$19K | 0.01% | 379 |
|