FPTW
Franklin, Parlapiano, Turner & Welch’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-266
| Closed | -$43K | – | 81 |
|
|
2017
Q1 | $43K | Hold |
266
| – | – | 0.02% | 78 |
|
|
2016
Q4 | $41K | Hold |
266
| – | – | 0.02% | 78 |
|
|
2016
Q3 | $40K | Hold |
266
| – | – | 0.02% | 79 |
|
|
2016
Q2 | $36K | Sell |
266
-674
| -72% | -$91.2K | 0.02% | 75 |
|
|
2016
Q1 | $125K | Hold |
940
| – | – | 0.07% | 52 |
|
|
2015
Q4 | $131K | Hold |
940
| – | – | 0.08% | 51 |
|
|
2015
Q3 | $126K | Buy |
+940
| New | +$126K | 0.08% | 50 |
|
|
2015
Q1 | – | Sell |
-1,450
| Closed | -$206K | – | 44 |
|
|
2014
Q4 | $206K | Buy |
+1,450
| New | +$206K | 0.14% | 45 |
|
|
2014
Q1 | – | Sell |
-1,658
| Closed | -$225K | – | 48 |
|
|
2013
Q4 | $225K | Sell |
1,658
-390
| -19% | -$52.9K | 0.16% | 45 |
|
|
2013
Q3 | $258K | Buy |
+2,048
| New | +$258K | 0.19% | 44 |
|