First Personal Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,650
| Closed | -$733K | – | 652 |
|
|
2019
Q2 | $733K | Buy |
3,650
+750
| +26% | +$151K | 0.21% | 92 |
|
|
2019
Q1 | $570K | Hold |
2,900
| – | – | 0.17% | 108 |
|
|
2018
Q4 | $487K | Hold |
2,900
| – | – | 0.17% | 110 |
|
|
2018
Q3 | $624K | Hold |
2,900
| – | – | 0.2% | 102 |
|
|
2018
Q2 | $593K | Hold |
2,900
| – | – | 0.2% | 105 |
|
|
2018
Q1 | $553K | Sell |
2,900
-544
| -16% | -$104K | 0.12% | 141 |
|
|
2017
Q4 | $643K | Buy |
3,444
+544
| +19% | +$102K | 0.13% | 133 |
|
|
2017
Q3 | $519K | Hold |
2,900
| – | – | 0.11% | 141 |
|
|
2017
Q2 | $489K | Buy |
+2,900
| New | +$489K | 0.11% | 141 |
|
|
2016
Q2 | – | Sell |
-75
| Closed | -$10K | – | 821 |
|
|
2016
Q1 | $10K | Hold |
75
| – | – | ﹤0.01% | 264 |
|
|
2015
Q4 | $10K | Hold |
75
| – | – | 0.01% | 297 |
|
|
2015
Q3 | $11K | Hold |
75
| – | – | 0.01% | 277 |
|
|
2015
Q2 | $12K | Hold |
75
| – | – | 0.01% | 268 |
|
|
2015
Q1 | $12K | Buy |
+75
| New | +$12K | 0.01% | 265 |
|