GYL Financial Synergies’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
2020
Q1
Sell
-1,798
Closed -$385K 167
2019
Q4
$385K Sell
1,798
-10
-0.6% -$2.14K 0.17% 98
2019
Q3
$348K Sell
1,808
-115
-6% -$22.1K 0.17% 110
2019
Q2
$386K Sell
1,923
-8
-0.4% -$1.61K 0.2% 85
2019
Q1
$380K Sell
1,931
-110
-5% -$21.6K 0.21% 87
2018
Q4
$343K Buy
+2,041
New +$343K 0.25% 82