Cobiz Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $345K | Buy |
1,716
+8
| +0.5% | +$1.61K | 0.07% | 89 |
|
|
2019
Q1 | $336K | Sell |
1,708
-12
| -0.7% | -$2.36K | 0.06% | 92 |
|
|
2018
Q4 | $289K | Sell |
1,720
-11
| -0.6% | -$1.85K | 0.06% | 104 |
|
|
2018
Q3 | $372K | Sell |
1,731
-48
| -3% | -$10.3K | 0.07% | 102 |
|
|
2018
Q2 | $364K | Sell |
1,779
-208
| -10% | -$42.6K | 0.07% | 101 |
|
|
2018
Q1 | $379K | Sell |
1,987
-55
| -3% | -$10.5K | 0.08% | 100 |
|
|
2017
Q4 | $381K | Sell |
2,042
-11
| -0.5% | -$2.05K | 0.08% | 101 |
|
|
2017
Q3 | $367K | Sell |
2,053
-198
| -9% | -$35.4K | 0.08% | 99 |
|
|
2017
Q2 | $380K | Sell |
2,251
-21
| -0.9% | -$3.55K | 0.08% | 102 |
|
|
2017
Q1 | $367K | Hold |
2,272
| – | – | 0.08% | 104 |
|
|
2016
Q4 | $350K | Buy |
2,272
+41
| +2% | +$6.32K | 0.08% | 108 |
|
|
2016
Q3 | $332K | Hold |
2,231
| – | – | 0.08% | 113 |
|
|
2016
Q2 | $306K | Sell |
2,231
-65
| -3% | -$8.92K | 0.08% | 118 |
|
|
2016
Q1 | $304K | Buy |
2,296
+85
| +4% | +$11.3K | 0.07% | 119 |
|
|
2015
Q4 | $308K | Sell |
2,211
-71
| -3% | -$9.89K | 0.07% | 123 |
|
|
2015
Q3 | $306K | Buy |
2,282
+47
| +2% | +$6.3K | 0.07% | 119 |
|
|
2015
Q2 | $345K | Buy |
2,235
+74
| +3% | +$11.4K | 0.08% | 115 |
|
|
2015
Q1 | $327K | Buy |
+2,161
| New | +$327K | 0.07% | 114 |
|
|
2013
Q3 | – | Sell |
-1,015
| Closed | -$113K | – | 236 |
|
|
2013
Q2 | $113K | Buy |
+1,015
| New | +$113K | 0.03% | 123 |
|