EFG Asset Management (Americas)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,988
| Closed | -$264K | – | 93 |
|
|
2016
Q1 | $264K | Buy |
+1,988
| New | +$264K | 0.13% | 83 |
|
|
2015
Q3 | – | Sell |
-2,538
| Closed | -$387K | – | 92 |
|
|
2015
Q2 | $387K | Buy |
2,538
+550
| +28% | +$83.9K | 0.24% | 70 |
|
|
2015
Q1 | $301K | Buy |
+1,988
| New | +$301K | 0.23% | 61 |
|
|
2014
Q3 | – | Sell |
-118
| Closed | -$16K | – | 116 |
|
|
2014
Q2 | $16K | Buy |
+118
| New | +$16K | 0.01% | 111 |
|