Lodestar Investment Counsel’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 | $1.24M | Buy |
6,180
+10
| +0.2% | +$2.01K | 0.13% | 85 |
|
|
2019
Q1 | $1.21M | Hold |
6,170
| – | – | 0.13% | 85 |
|
|
2018
Q4 | $1.04M | Hold |
6,170
| – | – | 0.13% | 86 |
|
|
2018
Q3 | $1.33M | Hold |
6,170
| – | – | 0.14% | 81 |
|
|
2018
Q2 | $1.26M | Sell |
6,170
-3,709
| -38% | -$758K | 0.15% | 82 |
|
|
2018
Q1 | $1.88M | Hold |
9,879
| – | – | 0.22% | 65 |
|
|
2017
Q4 | $1.84M | Hold |
9,879
| – | – | 0.21% | 66 |
|
|
2017
Q3 | $1.77M | Buy |
+9,879
| New | +$1.77M | 0.22% | 65 |
|