Meritage Portfolio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-747
| Closed | -$219K | – | 344 |
|
|
2021
Q3 | $219K | Hold |
747
| – | – | 0.01% | 292 |
|
|
2021
Q2 | $233K | Sell |
747
-63
| -8% | -$19.7K | 0.01% | 283 |
|
|
2021
Q1 | $244K | Hold |
810
| – | – | 0.02% | 254 |
|
|
2020
Q4 | $232K | Buy |
+810
| New | +$232K | 0.02% | 242 |
|
|
2014
Q1 | – | Sell |
-2,065
| Closed | -$280K | – | 205 |
|
|
2013
Q4 | $280K | Sell |
2,065
-10
| -0.5% | -$1.36K | 0.03% | 189 |
|
|
2013
Q3 | $261K | Buy |
2,075
+150
| +8% | +$18.9K | 0.03% | 194 |
|
|
2013
Q2 | $215K | Buy |
+1,925
| New | +$215K | 0.03% | 193 |
|