Confluence Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $328K | Sell |
|
|||||
|
2018
Q3 | $481K | Sell |
|
|||||
|
2018
Q2 | $475K | Buy |
|
|||||
|
2018
Q1 | $372K | Buy |
|
|||||
|
2017
Q4 | $360K | Sell |
|
|||||
|
2017
Q3 | $1.8M | Sell |
|
|||||
|
2017
Q2 | $2.96M | Buy |
|
|||||
|
2017
Q1 | $2.59M | Sell |
|
|||||
|
2016
Q4 | $4.79M | Sell |
|
|||||
|
2016
Q3 | $5.16M | Sell |
|
|||||
|
2016
Q2 | $9.84M | Buy |
|
|||||
|
2016
Q1 | $9.27M | Buy |
|
|||||
|
2015
Q4 | $9.01M | Buy |
|
|||||
|
2015
Q3 | $6.49M | Buy |
|
|||||
|
2015
Q2 | $7.01M | Buy |
|
|||||
|
2015
Q1 | $6.47M | Sell |
|
|||||
|
2014
Q4 | $14.2M | Buy |
|
|||||
|
2014
Q3 | $5.93M | Buy |
|
|||||
|
2014
Q2 | $418K | Sell |
|
|||||
|
2014
Q1 | $434K | Sell |
|
|||||
|
2013
Q4 | $664K | Sell |
|
|||||
|
2013
Q3 | $1.23M | Sell |
|
|||||
|
2013
Q2 | $4.58M | Buy |
|