Gray Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $1.81M | Hold |
11,733
| – | – | 0.7% | 20 |
|
|
2016
Q3 | $1.75M | Hold |
11,733
| – | – | 0.72% | 18 |
|
|
2016
Q2 | $1.61M | Hold |
11,733
| – | – | 0.66% | 17 |
|
|
2016
Q1 | $1.56M | Sell |
11,733
-31,780
| -73% | -$4.21M | 0.6% | 17 |
|
|
2015
Q4 | $4.56M | Hold |
43,513
| – | – | 3.36% | 12 |
|
|
2015
Q3 | $4.39M | Sell |
43,513
-2,040
| -4% | -$206K | 1.81% | 8 |
|
|
2015
Q2 | $5.12M | Sell |
45,553
-547
| -1% | -$61.5K | 1.88% | 8 |
|
|
2015
Q1 | $5.18M | Buy |
46,100
+31,196
| +209% | +$3.51M | 1.79% | 8 |
|
|
2014
Q4 | $2.12M | Buy |
+14,904
| New | +$2.12M | 0.73% | 13 |
|