IMA Advisory Services’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
2019
Q1
Sell
-82
Closed -$14K 307
2018
Q4
$14K Hold
82
0.01% 202
2018
Q3
$18K Hold
82
0.01% 193
2018
Q2
$17K Buy
+82
New +$16.4K 0.01% 229

Other funds holding IWO

IMA Advisory Services's IWO Position: Q1 2019 in Review

IMA Advisory Services sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2019, closing a stake of 82 shares — an estimated $14K sold.

IMA Advisory Services first reported a position in IWO in Q2 2018 and held it in 3 quarters. The position peaked at $18K in Q3 2018. 641 funds tracked by Wall St. Rank hold IWO as of Q1 2019.

  • IMA Advisory Services reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • IMA Advisory Services sold 82 iShares Russell 2000 Growth ETF shares in Q1 2019, an estimated $14K.
  • IMA Advisory Services first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and held it in 3 quarters.
  • IMA Advisory Services's iShares Russell 2000 Growth ETF position peaked at $18K in Q3 2018.
  • 641 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2019.

Based on IMA Advisory Services's 13F filing for Q1 2019, filed 9 May 2019.