Morris Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $234K | Hold |
1,131
| – | – | 0.22% | 52 |
|
|
2022
Q2 | $233K | Hold |
1,131
| – | – | 0.21% | 53 |
|
|
2022
Q1 | $289K | Buy |
1,131
+39
| +4% | +$9.97K | 0.22% | 52 |
|
|
2021
Q4 | $320K | Sell |
1,092
-1,284
| -54% | -$376K | 0.24% | 51 |
|
|
2021
Q3 | $698K | Hold |
2,376
| – | – | 0.55% | 38 |
|
|
2021
Q2 | $741K | Hold |
2,376
| – | – | 0.56% | 38 |
|
|
2021
Q1 | $715K | Sell |
2,376
-350
| -13% | -$105K | 0.58% | 38 |
|
|
2020
Q4 | $782K | Buy |
+2,726
| New | +$782K | 0.64% | 38 |
|