Freedom Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,616
| Closed | -$675K | – | 1167 |
|
|
2017
Q4 | $675K | Sell |
3,616
-327
| -8% | -$61K | 0.03% | 506 |
|
|
2017
Q3 | $706K | Buy |
3,943
+274
| +7% | +$49.1K | 0.04% | 461 |
|
|
2017
Q2 | $619K | Sell |
3,669
-54
| -1% | -$9.11K | 0.04% | 476 |
|
|
2017
Q1 | $602K | Buy |
3,723
+89
| +2% | +$14.4K | 0.04% | 477 |
|
|
2016
Q4 | $559K | Sell |
3,634
-108
| -3% | -$16.6K | 0.04% | 445 |
|
|
2016
Q3 | $557K | Sell |
3,742
-102
| -3% | -$15.2K | 0.04% | 418 |
|
|
2016
Q2 | $527K | Buy |
3,844
+372
| +11% | +$51K | 0.04% | 402 |
|
|
2016
Q1 | $460K | Sell |
3,472
-443
| -11% | -$58.7K | 0.03% | 428 |
|
|
2015
Q4 | $545K | Sell |
3,915
-16,529
| -81% | -$2.3M | 0.04% | 381 |
|
|
2015
Q3 | $1.91M | Buy |
20,444
+17,002
| +494% | +$1.59M | 0.19% | 64 |
|
|
2015
Q2 | $532K | Sell |
3,442
-635
| -16% | -$98.1K | 0.05% | 324 |
|
|
2015
Q1 | $618K | Buy |
4,077
+5
| +0.1% | +$758 | 0.07% | 255 |
|
|
2014
Q4 | $580K | Sell |
4,072
-131
| -3% | -$18.7K | 0.08% | 248 |
|
|
2014
Q3 | $545K | Sell |
4,203
-132
| -3% | -$17.1K | 0.1% | 220 |
|
|
2014
Q2 | $600K | Sell |
4,335
-370
| -8% | -$51.2K | 0.1% | 186 |
|
|
2014
Q1 | $640K | Sell |
4,705
-5,213
| -53% | -$709K | 0.14% | 137 |
|
|
2013
Q4 | $1.34M | Sell |
9,918
-1,107
| -10% | -$150K | 0.33% | 45 |
|
|
2013
Q3 | $1.39M | Sell |
11,025
-2,005
| -15% | -$252K | 0.4% | 42 |
|
|
2013
Q2 | $1.45M | Buy |
+13,030
| New | +$1.45M | 0.49% | 35 |
|