FFSOTS
Fiduciary Financial Services of The Southwest’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.42M | Sell |
11,291
-585
| -5% | -$125K | 0.63% | 51 |
|
|
2019
Q3 | $2.29M | Sell |
11,876
-215
| -2% | -$41.4K | 0.61% | 51 |
|
|
2019
Q2 | $2.43M | Sell |
12,091
-127
| -1% | -$25.5K | 0.69% | 46 |
|
|
2019
Q1 | $2.4M | Sell |
12,218
-30
| -0.2% | -$5.9K | 0.7% | 48 |
|
|
2018
Q4 | $2.06M | Sell |
12,248
-165
| -1% | -$27.7K | 0.65% | 49 |
|
|
2018
Q3 | $2.67M | Sell |
12,413
-222
| -2% | -$47.8K | 0.74% | 43 |
|
|
2018
Q2 | $2.58M | Sell |
12,635
-38
| -0.3% | -$7.77K | 0.78% | 44 |
|
|
2018
Q1 | $2.42M | Sell |
12,673
-455
| -3% | -$86.7K | 0.74% | 43 |
|
|
2017
Q4 | $2.45M | Hold |
13,128
| – | – | 0.72% | 43 |
|
|
2017
Q3 | $2.35M | Sell |
13,128
-470
| -3% | -$84.1K | 0.7% | 43 |
|
|
2017
Q2 | $2.3M | Sell |
13,598
-215
| -2% | -$36.3K | 0.71% | 46 |
|
|
2017
Q1 | $2.23M | Sell |
13,813
-29
| -0.2% | -$4.69K | 0.71% | 46 |
|
|
2016
Q4 | $2.13M | Sell |
13,842
-320
| -2% | -$49.3K | 0.7% | 46 |
|
|
2016
Q3 | $2.11M | Sell |
14,162
-405
| -3% | -$60.3K | 0.68% | 50 |
|
|
2016
Q2 | $2M | Sell |
14,567
-208
| -1% | -$28.5K | 0.64% | 51 |
|
|
2016
Q1 | $1.96M | Sell |
14,775
-65
| -0.4% | -$8.62K | 0.7% | 45 |
|
|
2015
Q4 | $2.07M | Sell |
14,840
-375
| -2% | -$52.2K | 0.74% | 47 |
|
|
2015
Q3 | $2.04M | Sell |
15,215
-1,183
| -7% | -$158K | 0.71% | 47 |
|
|
2015
Q2 | $2.54M | Sell |
16,398
-31
| -0.2% | -$4.79K | 0.78% | 44 |
|
|
2015
Q1 | $2.49M | Sell |
16,429
-194
| -1% | -$29.4K | 0.73% | 50 |
|
|
2014
Q4 | $2.37M | Sell |
16,623
-2,040
| -11% | -$290K | 0.68% | 54 |
|
|
2014
Q3 | $2.42M | Sell |
18,663
-378
| -2% | -$49K | 0.68% | 54 |
|
|
2014
Q2 | $2.64M | Sell |
19,041
-27
| -0.1% | -$3.74K | 0.74% | 49 |
|
|
2014
Q1 | $2.59M | Sell |
19,068
-7
| -0% | -$952 | 0.78% | 44 |
|
|
2013
Q4 | $2.59M | Sell |
19,075
-381
| -2% | -$51.6K | 0.81% | 43 |
|
|
2013
Q3 | $2.45M | Sell |
19,456
-306
| -2% | -$38.5K | 0.81% | 44 |
|
|
2013
Q2 | $2.2M | Buy |
+19,762
| New | +$2.2M | 0.73% | 45 |
|