Intellectus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,612
| Closed | -$317K | – | 295 |
|
|
2019
Q1 | $317K | Buy |
+1,612
| New | +$317K | 0.14% | 158 |
|
|
2018
Q4 | – | Sell |
-1,402
| Closed | -$302K | – | 396 |
|
|
2018
Q3 | $302K | Hold |
1,402
| – | – | 0.11% | 192 |
|
|
2018
Q2 | $286K | Hold |
1,402
| – | – | 0.1% | 193 |
|
|
2018
Q1 | $267K | Hold |
1,402
| – | – | 0.09% | 204 |
|
|
2017
Q4 | $262K | Hold |
1,402
| – | – | 0.1% | 190 |
|
|
2017
Q3 | $251K | Buy |
+1,402
| New | +$251K | 0.1% | 198 |
|
|
2017
Q1 | – | Sell |
-10
| Closed | -$2K | – | 694 |
|
|
2016
Q4 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 645 |
|