Investment Centers of America’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
Q4 | – | Sell |
-1,177
| Closed | -$210K | – | 248 |
|
|
2017
Q3 | $210K | Sell |
1,177
-139
| -11% | -$24.8K | 0.02% | 528 |
|
|
2017
Q2 | $224K | Sell |
1,316
-262
| -17% | -$44.6K | 0.02% | 514 |
|
|
2017
Q1 | $254K | Sell |
1,578
-33
| -2% | -$5.31K | 0.02% | 510 |
|
|
2016
Q4 | $249K | Sell |
1,611
-727
| -31% | -$112K | 0.02% | 481 |
|
|
2016
Q3 | $347K | Buy |
2,338
+201
| +9% | +$29.8K | 0.04% | 353 |
|
|
2016
Q2 | $294K | Buy |
2,137
+578
| +37% | +$79.5K | 0.03% | 360 |
|
|
2016
Q1 | $206K | Buy |
+1,559
| New | +$206K | 0.02% | 458 |
|
|
2015
Q4 | – | Sell |
-2,701
| Closed | -$362K | – | 493 |
|
|
2015
Q3 | $362K | Buy |
2,701
+293
| +12% | +$39.3K | 0.06% | 287 |
|
|
2015
Q2 | $375K | Sell |
2,408
-395
| -14% | -$61.5K | 0.06% | 289 |
|
|
2015
Q1 | $425K | Buy |
2,803
+264
| +10% | +$40K | 0.06% | 291 |
|
|
2014
Q4 | $362K | Buy |
+2,539
| New | +$362K | 0.08% | 254 |
|
|
2014
Q3 | – | Sell |
-1,521
| Closed | -$211K | – | 431 |
|
|
2014
Q2 | $211K | Buy |
+1,521
| New | +$211K | 0.05% | 308 |
|