CAN
Claraphi Advisory Network’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-534
| Closed | -$84K | – | 755 |
|
2020
Q1 | $84K | Buy |
+534
| New | +$84K | 0.04% | 369 |
|
2019
Q4 | – | Sell |
-631
| Closed | -$122K | – | 314 |
|
2019
Q3 | $122K | Sell |
631
-855
| -58% | -$165K | 0.07% | 233 |
|
2019
Q2 | $298K | Sell |
1,486
-305
| -17% | -$61.2K | 0.17% | 152 |
|
2019
Q1 | $352K | Buy |
1,791
+105
| +6% | +$20.6K | 0.22% | 123 |
|
2018
Q4 | $283K | Sell |
1,686
-16
| -0.9% | -$2.69K | 0.22% | 127 |
|
2018
Q3 | $366K | Buy |
1,702
+105
| +7% | +$22.6K | 0.2% | 122 |
|
2018
Q2 | $326K | Sell |
1,597
-257
| -14% | -$52.5K | 0.21% | 140 |
|
2018
Q1 | $354K | Sell |
1,854
-1,916
| -51% | -$366K | 0.25% | 120 |
|
2017
Q4 | $704K | Buy |
+3,770
| New | +$704K | 0.55% | 52 |
|