Highland Private Wealth Management’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 |
-3,413
| Closed | -$228K | – | 125 |
|
|
2019
Q4 | $228K | Sell |
3,413
-61
| -2% | -$4.08K | 0.05% | 114 |
|
|
2019
Q3 | $206K | Sell |
3,474
-257
| -7% | -$15.2K | 0.06% | 114 |
|
|
2019
Q2 | $239K | Sell |
3,731
-500
| -12% | -$32K | 0.07% | 106 |
|
|
2019
Q1 | $244K | Sell |
4,231
-22
| -0.5% | -$1.27K | 0.08% | 92 |
|
|
2018
Q4 | $210K | Buy |
4,253
+3
| +0.1% | +$148 | 0.08% | 91 |
|
|
2018
Q3 | $268K | Sell |
4,250
-2,488
| -37% | -$157K | 0.09% | 84 |
|
|
2018
Q2 | $315K | Buy |
+6,738
| New | +$315K | 0.11% | 78 |
|
|
2018
Q1 | – | Sell |
-6,840
| Closed | -$290K | – | 130 |
|
|
2017
Q4 | $290K | Sell |
6,840
-216
| -3% | -$9.16K | 0.12% | 76 |
|
|
2017
Q3 | $282K | Sell |
7,056
-34
| -0.5% | -$1.36K | 0.12% | 69 |
|
|
2017
Q2 | $266K | Buy |
+7,090
| New | +$266K | 0.13% | 68 |
|