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Discretionary Management Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Discretionary Management Services’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$186K Sell
1,250
-4,200
-77% -$612K 0.63% 13
2016
Q2 		$748K Hold
5,450
– – 2.96% 8
2016
Q1 		$723K Buy
5,450
+600
+12% +$74.9K 5.02% 7
2015
Q4 		$676K Buy
4,850
+2,000
+70% +$284K 3.28% 7
2015
Q3 		$382K Buy
2,850
+1,050
+58% +$156K 1.77% 12
2015
Q2 		$278K Buy
+1,800
New +$276K 0.89% 11

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