FIG
FundX Investment Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-31,563
| Closed | -$9.49M | – | 41 |
|
|
2021
Q1 | $9.49M | Buy |
+31,563
| New | +$9.49M | 5.36% | 6 |
|
|
2018
Q4 | – | Sell |
-6,185
| Closed | -$1.33M | – | 51 |
|
|
2018
Q3 | $1.33M | Sell |
6,185
-10,815
| -64% | -$2.33M | 0.73% | 17 |
|
|
2018
Q2 | $3.47M | Buy |
+17,000
| New | +$3.47M | 1.72% | 10 |
|
|
2017
Q3 | – | Sell |
-1,259
| Closed | -$212K | – | 40 |
|
|
2017
Q2 | $212K | Buy |
+1,259
| New | +$212K | 0.09% | 38 |
|
|
2015
Q3 | – | Sell |
-5,253
| Closed | -$812K | – | 20 |
|
|
2015
Q2 | $812K | Sell |
5,253
-1,147
| -18% | -$177K | 0.34% | 14 |
|
|
2015
Q1 | $970K | Buy |
+6,400
| New | +$970K | 0.3% | 18 |
|
|
2014
Q2 | – | Sell |
-20,463
| Closed | -$2.78M | – | 21 |
|
|
2014
Q1 | $2.78M | Sell |
20,463
-12,300
| -38% | -$1.67M | 1.17% | 12 |
|
|
2013
Q4 | $4.44M | Sell |
32,763
-1,464
| -4% | -$198K | 1.97% | 8 |
|
|
2013
Q3 | $4.31M | Buy |
34,227
+8,227
| +32% | +$1.04M | 1.7% | 11 |
|
|
2013
Q2 | $2.9M | Buy |
+26,000
| New | +$2.9M | 1.24% | 14 |
|