Marquette Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-497
| Closed | -$96K | – | 252 |
|
|
2019
Q3 | $96K | Hold |
497
| – | – | 0.03% | 106 |
|
|
2019
Q2 | $100K | Hold |
497
| – | – | 0.03% | 98 |
|
|
2019
Q1 | $98K | Buy |
+497
| New | +$98K | 0.03% | 102 |
|
|
2014
Q1 | – | Sell |
-2,674
| Closed | -$362K | – | 92 |
|
|
2013
Q4 | $362K | Hold |
2,674
| – | – | 0.15% | 51 |
|
|
2013
Q3 | $336K | Buy |
2,674
+462
| +21% | +$58.1K | 0.15% | 53 |
|
|
2013
Q2 | $247K | Buy |
+2,212
| New | +$247K | 0.12% | 64 |
|