Noven Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-124,424
| Closed | -$26.7M | – | 41 |
|
|
2019
Q4 | $26.7M | Buy |
+124,424
| New | +$26.7M | 12.32% | 3 |
|
|
2019
Q2 | – | Sell |
-110,808
| Closed | -$21.8M | – | 37 |
|
|
2019
Q1 | $21.8M | Buy |
+110,808
| New | +$21.8M | 11.42% | 6 |
|
|
2018
Q4 | – | Sell |
-11,273
| Closed | -$2.43M | – | 33 |
|
|
2018
Q3 | $2.43M | Sell |
11,273
-105
| -0.9% | -$22.6K | 1.21% | 15 |
|
|
2018
Q2 | $2.33M | Buy |
+11,378
| New | +$2.33M | 1.22% | 14 |
|
|
2015
Q3 | – | Sell |
-18,007
| Closed | -$2.78M | – | 38 |
|
|
2015
Q2 | $2.78M | Buy |
+18,007
| New | +$2.78M | 2.02% | 11 |
|
|
2014
Q3 | – | Sell |
-99,979
| Closed | -$13.8M | – | 38 |
|
|
2014
Q2 | $13.8M | Sell |
99,979
-28,157
| -22% | -$3.9M | 9.96% | 6 |
|
|
2014
Q1 | $17.4M | Buy |
128,136
+5,550
| +5% | +$755K | 13.4% | 1 |
|
|
2013
Q4 | $16.6M | Buy |
+122,586
| New | +$16.6M | 11.44% | 2 |
|