Delta Investment Management’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
Q4 | – | Sell |
-903
| Closed | -$265K | – | 185 |
|
|
2021
Q3 | $265K | Sell |
903
-82
| -8% | -$24.1K | 0.08% | 146 |
|
|
2021
Q2 | $307K | Sell |
985
-39
| -4% | -$12.2K | 0.09% | 143 |
|
|
2021
Q1 | $308K | Sell |
1,024
-17,476
| -94% | -$5.26M | 0.1% | 129 |
|
|
2020
Q4 | $5.3M | Buy |
+18,500
| New | +$5.3M | 1.7% | 14 |
|
|
2019
Q2 | – | Sell |
-1,189
| Closed | -$233K | – | 126 |
|
|
2019
Q1 | $233K | Sell |
1,189
-1,270
| -52% | -$249K | 0.2% | 50 |
|
|
2018
Q4 | $413K | Buy |
+2,459
| New | +$413K | 0.39% | 23 |
|