Mariner Independent Advisor Network’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
Q2 | – | Sell |
-11,416
| Closed | -$1.69M | – | 346 |
|
|
2020
Q1 | $1.69M | Buy |
+11,416
| New | +$1.69M | 0.15% | 155 |
|
|
2017
Q4 | – | Sell |
-21,049
| Closed | -$3.77M | – | 293 |
|
|
2017
Q3 | $3.77M | Buy |
+21,049
| New | +$3.77M | 0.61% | 37 |
|
|
2016
Q4 | – | Sell |
-26,331
| Closed | -$3.92M | – | 184 |
|
|
2016
Q3 | $3.92M | Sell |
26,331
-1,882
| -7% | -$280K | 0.56% | 55 |
|
|
2016
Q2 | $3.87M | Buy |
+28,213
| New | +$3.87M | 0.73% | 42 |
|
|
2015
Q4 | – | Sell |
-10,108
| Closed | -$1.35M | – | 130 |
|
|
2015
Q3 | $1.35M | Buy |
+10,108
| New | +$1.35M | 0.52% | 57 |
|