Meridian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,335
| Closed | -$206K | – | 71 |
|
|
2016
Q4 | $206K | Buy |
+1,335
| New | +$206K | 0.12% | 67 |
|
|
2015
Q3 | – | Sell |
-1,385
| Closed | -$214K | – | 69 |
|
|
2015
Q2 | $214K | Hold |
1,385
| – | – | 0.13% | 62 |
|
|
2015
Q1 | $210K | Buy |
+1,385
| New | +$210K | 0.15% | 57 |
|
|
2014
Q4 | – | Sell |
-1,650
| Closed | -$214K | – | 62 |
|
|
2014
Q3 | $214K | Sell |
1,650
-75
| -4% | -$9.73K | 0.16% | 58 |
|
|
2014
Q2 | $239K | Hold |
1,725
| – | – | 0.18% | 57 |
|
|
2014
Q1 | $235K | Hold |
1,725
| – | – | 0.19% | 55 |
|
|
2013
Q4 | $234K | Sell |
1,725
-1,575
| -48% | -$214K | 0.19% | 54 |
|
|
2013
Q3 | $415K | Hold |
3,300
| – | – | 0.36% | 48 |
|
|
2013
Q2 | $396K | Buy |
+3,300
| New | +$396K | 0.35% | 49 |
|