LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $3.23M | Sell |
14,598
-25
| -0.2% | -$5.54K | 1.39% | 18 |
|
|
2020
Q2 | $3.03M | Buy |
14,623
+88
| +0.6% | +$18.2K | 1.38% | 18 |
|
|
2020
Q1 | $2.3M | Sell |
14,535
-259
| -2% | -$41K | 1.24% | 24 |
|
|
2019
Q4 | $3.17M | Sell |
14,794
-154
| -1% | -$33K | 1.41% | 24 |
|
|
2019
Q3 | $2.88M | Sell |
14,948
-1,010
| -6% | -$195K | 1.36% | 25 |
|
|
2019
Q2 | $3.21M | Sell |
15,958
-783
| -5% | -$157K | 1.55% | 20 |
|
|
2019
Q1 | $3.29M | Sell |
16,741
-821
| -5% | -$161K | 1.76% | 19 |
|
|
2018
Q4 | $2.95M | Sell |
17,562
-40
| -0.2% | -$6.72K | 1.84% | 14 |
|
|
2018
Q3 | $3.79M | Sell |
17,602
-169
| -1% | -$36.4K | 2.05% | 12 |
|
|
2018
Q2 | $3.63M | Sell |
17,771
-555
| -3% | -$113K | 2.03% | 14 |
|
|
2018
Q1 | $3.49M | Sell |
18,326
-1,116
| -6% | -$213K | 2.04% | 15 |
|
|
2017
Q4 | $3.48M | Hold |
19,442
| – | – | 2.21% | 16 |
|
|
2017
Q3 | $3.48M | Sell |
19,442
-147
| -0.8% | -$26.3K | 2.21% | 16 |
|
|
2017
Q2 | $3.31M | Buy |
19,589
+10
| +0.1% | +$1.69K | 2.26% | 13 |
|
|
2017
Q1 | $3.17M | Sell |
19,579
-167
| -0.8% | -$27K | 2.2% | 13 |
|
|
2016
Q4 | $3.04M | Sell |
19,746
-427
| -2% | -$65.7K | 2.14% | 9 |
|
|
2016
Q3 | $3M | Sell |
20,173
-63
| -0.3% | -$9.38K | 2.06% | 17 |
|
|
2016
Q2 | $2.78M | Sell |
20,236
-374
| -2% | -$51.3K | 1.91% | 18 |
|
|
2016
Q1 | $2.73M | Buy |
20,610
+340
| +2% | +$45.1K | 1.94% | 18 |
|
|
2015
Q4 | $2.82M | Sell |
20,270
-1,326
| -6% | -$185K | 2.01% | 20 |
|
|
2015
Q3 | $2.89M | Sell |
21,596
-1,633
| -7% | -$219K | 2.1% | 20 |
|
|
2015
Q2 | $3.59M | Sell |
23,229
-1,118
| -5% | -$173K | 2.41% | 15 |
|
|
2015
Q1 | $3.69M | Sell |
24,347
-725
| -3% | -$110K | 2.45% | 13 |
|
|
2014
Q4 | $3.57M | Sell |
25,072
-50
| -0.2% | -$7.12K | 2.37% | 14 |
|
|
2014
Q3 | $3.26M | Buy |
25,122
+278
| +1% | +$36.1K | 2.76% | 11 |
|
|
2014
Q2 | $3.44M | Sell |
24,844
-1,266
| -5% | -$175K | 2.45% | 12 |
|
|
2014
Q1 | $3.55M | Sell |
26,110
-70,581
| -73% | -$9.6M | 2.82% | 11 |
|
|
2013
Q4 | $13.1M | Sell |
96,691
-4,825
| -5% | -$654K | 8.93% | 2 |
|
|
2013
Q3 | $12.8M | Sell |
101,516
-1,338
| -1% | -$168K | 10.39% | 2 |
|
|
2013
Q2 | $11.5M | Buy |
+102,854
| New | +$11.5M | 12.73% | 1 |
|