Kistler-Tiffany Companies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.04M | Hold |
4,282
| – | – | 0.17% | 118 |
|
|
2023
Q1 | $971K | Buy |
4,282
+287
| +7% | +$65.1K | 0.18% | 97 |
|
|
2022
Q4 | $857K | Sell |
3,995
-98
| -2% | -$21K | 0.18% | 99 |
|
|
2022
Q3 | $846K | Hold |
4,093
| – | – | 0.19% | 91 |
|
|
2022
Q2 | $844K | Buy |
4,093
+227
| +6% | +$46.8K | 0.18% | 93 |
|
|
2022
Q1 | $989K | Hold |
3,866
| – | – | 0.19% | 92 |
|
|
2021
Q4 | $1.13M | Buy |
3,866
+162
| +4% | +$47.5K | 0.22% | 67 |
|
|
2021
Q3 | $1.09M | Hold |
3,704
| – | – | 0.25% | 66 |
|
|
2021
Q2 | $1.15M | Buy |
3,704
+95
| +3% | +$29.6K | 0.27% | 65 |
|
|
2021
Q1 | $1.09M | Buy |
3,609
+67
| +2% | +$20.1K | 0.28% | 65 |
|
|
2020
Q4 | $1.02M | Buy |
3,542
+36
| +1% | +$10.3K | 0.29% | 60 |
|
|
2020
Q3 | $777K | Sell |
3,506
-2
| -0.1% | -$443 | 0.25% | 67 |
|
|
2020
Q2 | $726K | Buy |
3,508
+962
| +38% | +$199K | 0.26% | 64 |
|
|
2020
Q1 | $545K | Hold |
2,546
| – | – | 0.19% | 74 |
|
|
2019
Q4 | $545K | Hold |
2,546
| – | – | 0.19% | 76 |
|
|
2019
Q3 | $491K | Hold |
2,546
| – | – | 0.19% | 75 |
|
|
2019
Q2 | $511K | Buy |
2,546
+718
| +39% | +$144K | 0.19% | 73 |
|
|
2019
Q1 | $359K | Hold |
1,828
| – | – | 0.15% | 92 |
|
|
2018
Q4 | $307K | Hold |
1,828
| – | – | 0.14% | 92 |
|
|
2018
Q3 | $393K | Sell |
1,828
-47
| -3% | -$10.1K | 0.16% | 87 |
|
|
2018
Q2 | $383K | Sell |
1,875
-794
| -30% | -$162K | 0.17% | 88 |
|
|
2018
Q1 | $509K | Hold |
2,669
| – | – | 0.21% | 83 |
|
|
2017
Q4 | $498K | Hold |
2,669
| – | – | 0.2% | 90 |
|
|
2017
Q3 | $478K | Sell |
2,669
-41
| -2% | -$7.34K | 0.2% | 82 |
|
|
2017
Q2 | $457K | Hold |
2,710
| – | – | 0.21% | 80 |
|
|
2017
Q1 | $438K | Buy |
2,710
+308
| +13% | +$49.8K | 0.21% | 79 |
|
|
2016
Q4 | $370K | Hold |
2,402
| – | – | 0.18% | 82 |
|
|
2016
Q3 | $358K | Hold |
2,402
| – | – | 0.18% | 85 |
|
|
2016
Q2 | $330K | Hold |
2,402
| – | – | 0.17% | 85 |
|
|
2016
Q1 | $319K | Buy |
2,402
+427
| +22% | +$56.7K | 0.18% | 86 |
|
|
2015
Q4 | $275K | Buy |
1,975
+1,045
| +112% | +$146K | 0.15% | 96 |
|
|
2015
Q3 | $125K | Hold |
930
| – | – | 0.07% | 164 |
|
|
2015
Q2 | $144K | Hold |
930
| – | – | 0.09% | 153 |
|
|
2015
Q1 | $141K | Hold |
930
| – | – | 0.09% | 137 |
|
|
2014
Q4 | $132K | Sell |
930
-54
| -5% | -$7.67K | 0.09% | 142 |
|
|
2014
Q3 | $128K | Buy |
984
+54
| +6% | +$7.02K | 0.09% | 149 |
|
|
2014
Q2 | $129K | Hold |
930
| – | – | 0.09% | 139 |
|
|
2014
Q1 | $127K | Hold |
930
| – | – | 0.09% | 134 |
|
|
2013
Q4 | $126K | Sell |
930
-70
| -7% | -$9.48K | 0.09% | 138 |
|
|
2013
Q3 | $126K | Hold |
1,000
| – | – | 0.1% | 133 |
|
|
2013
Q2 | $112K | Buy |
+1,000
| New | +$112K | 0.1% | 134 |
|