DMS
Discretionary Management Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $186K | Sell |
1,250
-4,200
| -77% | -$625K | 0.63% | 13 |
|
|
2016
Q2 | $748K | Hold |
5,450
| – | – | 2.96% | 8 |
|
|
2016
Q1 | $723K | Buy |
5,450
+600
| +12% | +$79.6K | 5.02% | 7 |
|
|
2015
Q4 | $676K | Buy |
4,850
+2,000
| +70% | +$279K | 3.28% | 7 |
|
|
2015
Q3 | $382K | Buy |
2,850
+1,050
| +58% | +$141K | 1.77% | 12 |
|
|
2015
Q2 | $278K | Buy |
+1,800
| New | +$278K | 0.89% | 11 |
|