DSC Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-29,740
| Closed | -$4.58M | – | 50 |
|
2016
Q4 | $4.58M | Buy |
29,740
+15,580
| +110% | +$2.4M | 2.6% | 14 |
|
2016
Q3 | $2.11M | Buy |
+14,160
| New | +$2.11M | 1.28% | 20 |
|
2015
Q3 | – | Sell |
-4,337
| Closed | -$670K | – | 63 |
|
2015
Q2 | $670K | Buy |
+4,337
| New | +$670K | 0.35% | 42 |
|
2014
Q2 | – | Sell |
-2,898
| Closed | -$394K | – | 62 |
|
2014
Q1 | $394K | Buy |
+2,898
| New | +$394K | 0.19% | 48 |
|