Fiduciary Trust International of Pennsylvania’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $389K | Buy |
+2,460
| New | +$389K | 0.02% | 296 |
|
|
2019
Q4 | – | Sell |
-1,870
| Closed | -$361K | – | 356 |
|
|
2019
Q3 | $361K | Hold |
1,870
| – | – | 0.01% | 319 |
|
|
2019
Q2 | $376K | Buy |
+1,870
| New | +$376K | 0.02% | 314 |
|
|
2018
Q2 | – | Sell |
-1,134
| Closed | -$216K | – | 371 |
|
|
2018
Q1 | $216K | Sell |
1,134
-174
| -13% | -$33.1K | 0.01% | 359 |
|
|
2017
Q4 | $244K | Buy |
+1,308
| New | +$244K | 0.01% | 356 |
|
|
2017
Q3 | – | Sell |
-2,090
| Closed | -$353K | – | 372 |
|
|
2017
Q2 | $353K | Buy |
2,090
+775
| +59% | +$131K | 0.02% | 330 |
|
|
2017
Q1 | $213K | Sell |
1,315
-25
| -2% | -$4.05K | 0.02% | 303 |
|
|
2016
Q4 | $206K | Hold |
1,340
| – | – | 0.02% | 297 |
|
|
2016
Q3 | $200K | Buy |
+1,340
| New | +$200K | 0.02% | 300 |
|
|
2015
Q3 | – | Sell |
-2,070
| Closed | -$320K | – | 340 |
|
|
2015
Q2 | $320K | Sell |
2,070
-500
| -19% | -$77.3K | 0.02% | 325 |
|
|
2015
Q1 | $389K | Hold |
2,570
| – | – | 0.03% | 261 |
|
|
2014
Q4 | $366K | Sell |
2,570
-348
| -12% | -$49.6K | 0.02% | 273 |
|
|
2014
Q3 | $378K | Sell |
2,918
-70
| -2% | -$9.07K | 0.03% | 265 |
|
|
2014
Q2 | $414K | Hold |
2,988
| – | – | 0.03% | 256 |
|
|
2014
Q1 | $407K | Sell |
2,988
-175
| -6% | -$23.8K | 0.03% | 246 |
|
|
2013
Q4 | $429K | Hold |
3,163
| – | – | 0.03% | 239 |
|
|
2013
Q3 | $398K | Sell |
3,163
-10
| -0.3% | -$1.26K | 0.03% | 238 |
|
|
2013
Q2 | $354K | Buy |
+3,173
| New | +$354K | 0.03% | 246 |
|