Murphy Capital 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
2022
Q2
$385K Hold
1,869
0.05% 163
2022
Q1
$477K Sell
1,869
-15
-0.8% -$3.83K 0.06% 156
2021
Q4
$552K Hold
1,884
0.06% 154
2021
Q3
$553K Hold
1,884
0.06% 151
2021
Q2
$587K Hold
1,884
0.07% 147
2021
Q1
$566K Buy
1,884
+9
+0.5% +$2.7K 0.07% 141
2020
Q4
$537K Sell
1,875
-100
-5% -$28.6K 0.07% 138
2020
Q3
$437K Sell
1,975
-275
-12% -$60.8K 0.06% 143
2020
Q2
$465K Hold
2,250
0.07% 140
2020
Q1
$355K Sell
2,250
-191
-8% -$30.1K 0.07% 149
2019
Q4
$522K Buy
2,441
+141
+6% +$30.2K 0.07% 150
2019
Q3
$443K Sell
2,300
-92
-4% -$17.7K 0.07% 155
2019
Q2
$480K Sell
2,392
-407
-15% -$81.7K 0.07% 159
2019
Q1
$550K Buy
2,799
+50
+2% +$9.83K 0.08% 159
2018
Q4
$461K Hold
2,749
0.08% 163
2018
Q3
$591K Hold
2,749
0.08% 168
2018
Q2
$561K Hold
2,749
0.08% 169
2018
Q1
$523K Hold
2,749
0.07% 169
2017
Q4
$513K Sell
2,749
-100
-4% -$18.7K 0.07% 173
2017
Q3
$509K Sell
2,849
-50
-2% -$8.93K 0.07% 174
2017
Q2
$489K Sell
2,899
-1,050
-27% -$177K 0.07% 177
2017
Q1
$638K Sell
3,949
-1,750
-31% -$283K 0.09% 165
2016
Q4
$877K Buy
+5,699
New +$877K 0.14% 132