Goldstein Munger & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.31M | Hold |
11,192
| – | – | 0.76% | 18 |
|
|
2022
Q2 | $2.31M | Sell |
11,192
-34
| -0.3% | -$7.01K | 0.7% | 18 |
|
|
2022
Q1 | $2.87M | Hold |
11,226
| – | – | 0.74% | 18 |
|
|
2021
Q4 | $3.29M | Sell |
11,226
-134
| -1% | -$39.3K | 0.83% | 16 |
|
|
2021
Q3 | $3.34M | Hold |
11,360
| – | – | 0.89% | 15 |
|
|
2021
Q2 | $3.54M | Sell |
11,360
-63
| -0.6% | -$19.6K | 0.93% | 15 |
|
|
2021
Q1 | $3.44M | Sell |
11,423
-15
| -0.1% | -$4.51K | 0.96% | 15 |
|
|
2020
Q4 | $3.28M | Sell |
11,438
-28
| -0.2% | -$8.03K | 0.97% | 15 |
|
|
2020
Q3 | $2.54M | Sell |
11,466
-23
| -0.2% | -$5.1K | 0.85% | 17 |
|
|
2020
Q2 | $2.38M | Sell |
11,489
-749
| -6% | -$155K | 0.9% | 17 |
|
|
2020
Q1 | $1.94M | Hold |
12,238
| – | – | 0.95% | 14 |
|
|
2019
Q4 | $2.62M | Buy |
12,238
+7
| +0.1% | +$1.5K | 1.07% | 14 |
|
|
2019
Q3 | $2.36M | Sell |
12,231
-420
| -3% | -$80.9K | 1.04% | 14 |
|
|
2019
Q2 | $2.54M | Hold |
12,651
| – | – | 1.11% | 14 |
|
|
2019
Q1 | $2.49M | Sell |
12,651
-63
| -0.5% | -$12.4K | 1.09% | 15 |
|
|
2018
Q4 | $2.14M | Sell |
12,714
-1,155
| -8% | -$194K | 1.05% | 15 |
|
|
2018
Q3 | $2.98M | Hold |
13,869
| – | – | 1.26% | 13 |
|
|
2018
Q2 | $2.83M | Hold |
13,869
| – | – | 1.2% | 14 |
|
|
2018
Q1 | $2.64M | Sell |
13,869
-783
| -5% | -$149K | 1.14% | 14 |
|
|
2017
Q4 | $2.74M | Sell |
14,652
-508
| -3% | -$94.9K | 1.17% | 14 |
|
|
2017
Q3 | $2.71M | Sell |
15,160
-90
| -0.6% | -$16.1K | 1.22% | 15 |
|
|
2017
Q2 | $2.57M | Hold |
15,250
| – | – | 1.18% | 17 |
|
|
2017
Q1 | $2.47M | Sell |
15,250
-266
| -2% | -$43K | 1.08% | 19 |
|
|
2016
Q4 | $2.39M | Hold |
15,516
| – | – | 1.06% | 20 |
|
|
2016
Q3 | $2.31M | Sell |
15,516
-74
| -0.5% | -$11K | 1.05% | 20 |
|
|
2016
Q2 | $2.14M | Sell |
15,590
-695
| -4% | -$95.4K | 0.99% | 20 |
|
|
2016
Q1 | $2.16M | Hold |
16,285
| – | – | 0.94% | 21 |
|
|
2015
Q4 | $2.27M | Buy |
16,285
+2
| +0% | +$279 | 1.01% | 20 |
|
|
2015
Q3 | $2.18M | Sell |
16,283
-37
| -0.2% | -$4.96K | 0.99% | 19 |
|
|
2015
Q2 | $2.52M | Sell |
16,320
-37
| -0.2% | -$5.72K | 1.09% | 18 |
|
|
2015
Q1 | $2.48M | Sell |
16,357
-430
| -3% | -$65.2K | 1.06% | 18 |
|
|
2014
Q4 | $2.39M | Sell |
16,787
-447
| -3% | -$63.6K | 1.01% | 19 |
|
|
2014
Q3 | $2.24M | Sell |
17,234
-23
| -0.1% | -$2.98K | 0.92% | 19 |
|
|
2014
Q2 | $2.39M | Sell |
17,257
-241
| -1% | -$33.4K | 0.97% | 19 |
|
|
2014
Q1 | $2.38M | Sell |
17,498
-164
| -0.9% | -$22.3K | 1.1% | 14 |
|
|
2013
Q4 | $2.39M | Sell |
17,662
-3,497
| -17% | -$474K | 1% | 19 |
|
|
2013
Q3 | $2.66M | Sell |
21,159
-265
| -1% | -$33.4K | 1.04% | 19 |
|
|
2013
Q2 | $2.39M | Buy |
+21,424
| New | +$2.39M | 0.89% | 21 |
|