Forvis Mazars Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-1,680
| Closed | -$239K | – | 188 |
|
|
2014
Q4 | $239K | Buy |
+1,680
| New | +$239K | 0.04% | 143 |
|
|
2014
Q3 | – | Sell |
-1,660
| Closed | -$230K | – | 143 |
|
|
2014
Q2 | $230K | Sell |
1,660
-235
| -12% | -$32.6K | 0.04% | 131 |
|
|
2014
Q1 | $258K | Sell |
1,895
-230
| -11% | -$31.3K | 0.05% | 133 |
|
|
2013
Q4 | $288K | Sell |
2,125
-200
| -9% | -$27.1K | 0.05% | 130 |
|
|
2013
Q3 | $293K | Buy |
+2,325
| New | +$293K | 0.06% | 124 |
|