MFW
Meristem Family Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.78M | Sell |
6,965
-119
| -2% | -$30.4K | 0.19% | 58 |
|
|
2021
Q4 | $2.08M | Sell |
7,084
-34
| -0.5% | -$9.96K | 0.18% | 63 |
|
|
2021
Q3 | $2.09M | Sell |
7,118
-178
| -2% | -$52.3K | 0.2% | 61 |
|
|
2021
Q2 | $2.27M | Sell |
7,296
-51
| -0.7% | -$15.9K | 0.36% | 36 |
|
|
2021
Q1 | $2.21M | Hold |
7,347
| – | – | 0.45% | 32 |
|
|
2020
Q4 | $2.11M | Sell |
7,347
-121
| -2% | -$34.7K | 0.45% | 34 |
|
|
2020
Q3 | $1.65M | Hold |
7,468
| – | – | 0.42% | 37 |
|
|
2020
Q2 | $1.55M | Sell |
7,468
-8,625
| -54% | -$1.78M | 0.42% | 37 |
|
|
2020
Q1 | $2.55M | Buy |
16,093
+8,568
| +114% | +$1.35M | 0.78% | 23 |
|
|
2019
Q4 | $1.61M | Sell |
7,525
-33
| -0.4% | -$7.07K | 0.4% | 42 |
|
|
2019
Q3 | $1.46M | Sell |
7,558
-468
| -6% | -$90.2K | 0.39% | 42 |
|
|
2019
Q2 | $1.61M | Hold |
8,026
| – | – | 0.49% | 34 |
|
|
2019
Q1 | $1.58M | Hold |
8,026
| – | – | 0.53% | 33 |
|
|
2018
Q4 | $1.35M | Hold |
8,026
| – | – | 0.49% | 33 |
|
|
2018
Q3 | $1.73M | Sell |
8,026
-798
| -9% | -$172K | 0.59% | 24 |
|
|
2018
Q2 | $1.8M | Sell |
8,824
-48
| -0.5% | -$9.81K | 0.63% | 26 |
|
|
2018
Q1 | $1.69M | Buy |
8,872
+1,164
| +15% | +$222K | 0.6% | 26 |
|
|
2017
Q4 | $1.44M | Sell |
7,708
-140
| -2% | -$26.1K | 0.52% | 28 |
|
|
2017
Q3 | $1.4M | Sell |
7,848
-4,780
| -38% | -$855K | 0.56% | 26 |
|
|
2017
Q2 | $2.13M | Hold |
12,628
| – | – | 0.88% | 22 |
|
|
2017
Q1 | $2.04M | Hold |
12,628
| – | – | 0.81% | 22 |
|
|
2016
Q4 | $1.94M | Hold |
12,628
| – | – | 0.79% | 24 |
|
|
2016
Q3 | $1.88M | Hold |
12,628
| – | – | 0.79% | 24 |
|
|
2016
Q2 | $1.73M | Sell |
12,628
-3,918
| -24% | -$537K | 0.77% | 25 |
|
|
2016
Q1 | $2.19M | Buy |
16,546
+630
| +4% | +$83.5K | 0.97% | 19 |
|
|
2015
Q4 | $2.22M | Hold |
15,916
| – | – | 0.87% | 22 |
|
|
2015
Q3 | $2.13M | Hold |
15,916
| – | – | 1.12% | 19 |
|
|
2015
Q2 | $2.46M | Buy |
15,916
+415
| +3% | +$64.1K | 1.08% | 16 |
|
|
2015
Q1 | $2.35M | Sell |
15,501
-204
| -1% | -$30.9K | 0.98% | 20 |
|
|
2014
Q4 | $2.24M | Sell |
15,705
-105
| -0.7% | -$14.9K | 0.82% | 21 |
|
|
2014
Q3 | $2.05M | Sell |
15,810
-12,561
| -44% | -$1.63M | 0.88% | 19 |
|
|
2014
Q2 | $3.93M | Sell |
28,371
-2,311
| -8% | -$320K | 1.65% | 11 |
|
|
2014
Q1 | $4.18M | Sell |
30,682
-465
| -1% | -$63.3K | 1.83% | 9 |
|
|
2013
Q4 | $4.22M | Sell |
31,147
-203
| -0.6% | -$27.5K | 1.73% | 11 |
|
|
2013
Q3 | $3.95M | Hold |
31,350
| – | – | 1.82% | 9 |
|
|
2013
Q2 | $3.5M | Buy |
+31,350
| New | +$3.5M | 1.62% | 13 |
|