ICRM
Insight Capital Research & Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | $249K | Sell |
1,389
-526
| -27% | -$94.3K | 0.14% | 95 |
|
2017
Q2 | $323K | Buy |
+1,915
| New | +$323K | 0.19% | 97 |
|
2017
Q1 | – | Sell |
-4,115
| Closed | -$633K | – | 99 |
|
2016
Q4 | $633K | Buy |
4,115
+2,200
| +115% | +$338K | 0.34% | 90 |
|
2016
Q3 | $285K | Hold |
1,915
| – | – | 0.13% | 94 |
|
2016
Q2 | $263K | Hold |
1,915
| – | – | 0.09% | 95 |
|
2016
Q1 | $254K | Sell |
1,915
-11,618
| -86% | -$1.54M | 0.08% | 92 |
|
2015
Q4 | $1.89M | Sell |
13,533
-974
| -7% | -$136K | 0.55% | 75 |
|
2015
Q3 | $1.94M | Buy |
+14,507
| New | +$1.94M | 0.59% | 70 |
|
2015
Q1 | – | Sell |
-9,079
| Closed | -$1.29M | – | 127 |
|
2014
Q4 | $1.29M | Buy |
+9,079
| New | +$1.29M | 0.33% | 95 |
|