Empirical Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,500
| Closed | -$430K | – | 403 |
|
|
2020
Q4 | $430K | Hold |
1,500
| – | – | 0.03% | 263 |
|
|
2020
Q3 | $332K | Hold |
1,500
| – | – | 0.03% | 268 |
|
|
2020
Q2 | $310K | Hold |
1,500
| – | – | 0.03% | 270 |
|
|
2020
Q1 | $237K | Sell |
1,500
-35
| -2% | -$5.53K | 0.03% | 271 |
|
|
2019
Q4 | $329K | Buy |
1,535
+35
| +2% | +$7.5K | 0.04% | 239 |
|
|
2019
Q3 | $289K | Hold |
1,500
| – | – | 0.04% | 234 |
|
|
2019
Q2 | $301K | Hold |
1,500
| – | – | 0.04% | 204 |
|
|
2019
Q1 | $295K | Sell |
1,500
-180
| -11% | -$35.4K | 0.04% | 181 |
|
|
2018
Q4 | $282K | Buy |
+1,680
| New | +$282K | 0.05% | 164 |
|