Disciplined Growth Investors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,058
| Closed | -$1.08M | – | 86 |
|
|
2019
Q4 | $1.08M | Buy |
+5,058
| New | +$1.08M | 0.02% | 84 |
|
|
2018
Q3 | – | Sell |
-16,700
| Closed | -$3.41M | – | 88 |
|
|
2018
Q2 | $3.41M | Hold |
16,700
| – | – | 0.06% | 77 |
|
|
2018
Q1 | $3.18M | Sell |
16,700
-2,700
| -14% | -$515K | 0.06% | 77 |
|
|
2017
Q4 | $3.62M | Hold |
19,400
| – | – | 0.07% | 78 |
|
|
2017
Q3 | $3.47M | Hold |
19,400
| – | – | 0.07% | 78 |
|
|
2017
Q2 | $3.27M | Sell |
19,400
-8,900
| -31% | -$1.5M | 0.07% | 77 |
|
|
2017
Q1 | $4.58M | Sell |
28,300
-73
| -0.3% | -$11.8K | 0.1% | 76 |
|
|
2016
Q4 | $4.37M | Buy |
+28,373
| New | +$4.37M | 0.1% | 76 |
|