Madrona Financial Services’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
Q1 | – | Sell |
-4,442
| Closed | -$684K | – | 40 |
|
|
2016
Q4 | $684K | Sell |
4,442
-343
| -7% | -$52.8K | 0.76% | 23 |
|
|
2016
Q3 | $713K | Sell |
4,785
-215
| -4% | -$32K | 0.76% | 22 |
|
|
2016
Q2 | $686K | Sell |
5,000
-647
| -11% | -$88.8K | 0.73% | 24 |
|
|
2016
Q1 | $749K | Sell |
5,647
-10,880
| -66% | -$1.44M | 0.77% | 23 |
|
|
2015
Q4 | $2.3M | Buy |
16,527
+209
| +1% | +$29.1K | 2.31% | 10 |
|
|
2015
Q3 | $2.19M | Sell |
16,318
-352
| -2% | -$47.2K | 2.36% | 9 |
|
|
2015
Q2 | $2.58M | Buy |
+16,670
| New | +$2.58M | 2.63% | 8 |
|