Hefty Wealth Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$228K Buy
2017
Q4
$214K Sell
2017
Q3
$208K Buy
2017
Q2
$192K Buy
2017
Q1
$184K Buy
2016
Q4
$171K Sell
2016
Q3
$171K Sell
2016
Q2
$159K Sell
2016
Q1
$170K Sell
2015
Q4
$190K Buy