Lockheed Martin Investment 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 | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-7,910
| Closed | -$1.1M | – | 95 |
|
2015
Q4 | $1.1M | Hold |
7,910
| – | – | 0.1% | 57 |
|
2015
Q3 | $1.06M | Hold |
7,910
| – | – | 0.12% | 64 |
|
2015
Q2 | $1.22M | Hold |
7,910
| – | – | 0.06% | 84 |
|
2015
Q1 | $1.2M | Buy |
+7,910
| New | +$1.2M | 0.06% | 95 |
|
2014
Q2 | – | Sell |
-39,852
| Closed | -$5.42M | – | 132 |
|
2014
Q1 | $5.42M | Sell |
39,852
-4,248
| -10% | -$578K | 0.28% | 58 |
|
2013
Q4 | $5.98M | Buy |
+44,100
| New | +$5.98M | 0.33% | 62 |
|