Ferguson Wellman Capital 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 |
-1,051
| Closed | -$301K | – | 369 |
|
|
2020
Q4 | $301K | Hold |
1,051
| – | – | 0.01% | 321 |
|
|
2020
Q3 | $233K | Hold |
1,051
| – | – | 0.01% | 323 |
|
|
2020
Q2 | $217K | Buy |
+1,051
| New | +$217K | 0.01% | 319 |
|
|
2020
Q1 | – | Sell |
-1,051
| Closed | -$225K | – | 338 |
|
|
2019
Q4 | $225K | Hold |
1,051
| – | – | 0.01% | 336 |
|
|
2019
Q3 | $203K | Buy |
1,051
+41
| +4% | +$7.92K | 0.01% | 336 |
|
|
2019
Q2 | $203K | Buy |
+1,010
| New | +$203K | 0.01% | 325 |
|
|
2018
Q4 | – | Sell |
-956
| Closed | -$206K | – | 352 |
|
|
2018
Q3 | $206K | Buy |
+956
| New | +$206K | 0.01% | 329 |
|