Mosaic Family Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $471K | Hold |
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|
2021
Q3 | $472K | Sell |
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|
2021
Q2 | $505K | Sell |
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|
2021
Q1 | $490K | Sell |
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|
2020
Q4 | $484K | Hold |
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|
2020
Q3 | $374K | Sell |
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|
2020
Q2 | $413K | Sell |
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|
2020
Q1 | $321K | Buy |
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|
2019
Q4 | $329K | Buy |
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|
2019
Q3 | $296K | Hold |
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|
2019
Q2 | $308K | Buy |
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|
2019
Q1 | $302K | Sell |
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|
2018
Q4 | $271K | Buy |
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|
2018
Q3 | $301K | Sell |
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|
2018
Q2 | $338K | Sell |
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|
2018
Q1 | $317K | Sell |
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|
2017
Q4 | $328K | Buy |
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|
2017
Q3 | $308K | Buy |
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|
2017
Q2 | $290K | Sell |
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|
2017
Q1 | $396K | Sell |
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|
2016
Q4 | $387K | Sell |
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|
2016
Q3 | $401K | Hold |
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|
2016
Q2 | $370K | Sell |
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|
2016
Q1 | $470K | Sell |
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|
2015
Q4 | $570K | Buy |
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