Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $228K | Buy |
1,198
+51
| +4% | +$9.71K | 0.15% | 84 |
|
|
2017
Q4 | $214K | Sell |
1,147
-13
| -1% | -$2.43K | 0.13% | 83 |
|
|
2017
Q3 | $208K | Buy |
1,160
+18
| +2% | +$3.23K | 0.14% | 78 |
|
|
2017
Q2 | $192K | Buy |
1,142
+1
| +0.1% | +$168 | 0.13% | 77 |
|
|
2017
Q1 | $184K | Buy |
1,141
+26
| +2% | +$4.19K | 0.13% | 80 |
|
|
2016
Q4 | $171K | Sell |
1,115
-37
| -3% | -$5.67K | 0.14% | 73 |
|
|
2016
Q3 | $171K | Sell |
1,152
-13
| -1% | -$1.93K | 0.13% | 86 |
|
|
2016
Q2 | $159K | Sell |
1,165
-124
| -10% | -$16.9K | 0.13% | 86 |
|
|
2016
Q1 | $170K | Sell |
1,289
-77
| -6% | -$10.2K | 0.16% | 85 |
|
|
2015
Q4 | $190K | Buy |
+1,366
| New | +$190K | 0.18% | 88 |
|