Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $428K | Hold |
2,647
| – | – | 0.14% | 148 |
|
|
2016
Q4 | $407K | Hold |
2,647
| – | – | 0.15% | 150 |
|
|
2016
Q3 | $394K | Buy |
2,647
+36
| +1% | +$5.36K | 0.14% | 144 |
|
|
2016
Q2 | $358K | Sell |
2,611
-69
| -3% | -$9.46K | 0.14% | 144 |
|
|
2016
Q1 | $355K | Buy |
2,680
+69
| +3% | +$9.14K | 0.15% | 125 |
|
|
2015
Q4 | $364K | Sell |
2,611
-35
| -1% | -$4.88K | 0.16% | 121 |
|
|
2015
Q3 | $354K | Sell |
2,646
-48
| -2% | -$6.42K | 0.16% | 123 |
|
|
2015
Q2 | $416K | Buy |
2,694
+54
| +2% | +$8.34K | 0.16% | 115 |
|
|
2015
Q1 | $400K | Buy |
+2,640
| New | +$400K | 0.17% | 112 |
|