PFA
Paradigm Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $202K | Buy |
+689
| New | +$202K | 0.04% | 205 |
|
|
2021
Q1 | – | Sell |
-763
| Closed | -$219K | – | 200 |
|
|
2020
Q4 | $219K | Sell |
763
-426
| -36% | -$122K | 0.06% | 144 |
|
|
2020
Q3 | $263K | Sell |
1,189
-119
| -9% | -$26.3K | 0.07% | 105 |
|
|
2020
Q2 | $271K | Sell |
1,308
-152
| -10% | -$31.5K | 0.09% | 101 |
|
|
2020
Q1 | $231K | Buy |
1,460
+279
| +24% | +$44.1K | 0.09% | 97 |
|
|
2019
Q4 | $253K | Buy |
1,181
+3
| +0.3% | +$643 | 0.09% | 108 |
|
|
2019
Q3 | $227K | Hold |
1,178
| – | – | 0.09% | 106 |
|
|
2019
Q2 | $237K | Sell |
1,178
-81
| -6% | -$16.3K | 0.09% | 107 |
|
|
2019
Q1 | $248K | Sell |
1,259
-73
| -5% | -$14.4K | 0.09% | 98 |
|
|
2018
Q4 | $224K | Buy |
1,332
+3
| +0.2% | +$505 | 0.1% | 99 |
|
|
2018
Q3 | $286K | Hold |
1,329
| – | – | 0.11% | 93 |
|
|
2018
Q2 | $271K | Sell |
1,329
-262
| -16% | -$53.4K | 0.12% | 89 |
|
|
2018
Q1 | $303K | Buy |
1,591
+2
| +0.1% | +$381 | 0.13% | 88 |
|
|
2017
Q4 | $296K | Buy |
1,589
+2
| +0.1% | +$373 | 0.13% | 85 |
|
|
2017
Q3 | $284K | Sell |
1,587
-485
| -23% | -$86.8K | 0.14% | 86 |
|
|
2017
Q2 | $350K | Buy |
2,072
+87
| +4% | +$14.7K | 0.18% | 78 |
|
|
2017
Q1 | $320K | Buy |
1,985
+30
| +2% | +$4.84K | 0.16% | 83 |
|
|
2016
Q4 | $300K | Sell |
1,955
-220
| -10% | -$33.8K | 0.16% | 82 |
|
|
2016
Q3 | $323K | Hold |
2,175
| – | – | 0.19% | 71 |
|
|
2016
Q2 | $298K | Sell |
2,175
-22
| -1% | -$3.01K | 0.18% | 70 |
|
|
2016
Q1 | $291K | Sell |
2,197
-1,610
| -42% | -$213K | 0.11% | 76 |
|
|
2015
Q4 | $530K | Sell |
3,807
-269
| -7% | -$37.4K | 0.33% | 54 |
|
|
2015
Q3 | $546K | Buy |
4,076
+1,816
| +80% | +$243K | 0.36% | 48 |
|
|
2015
Q2 | $349K | Buy |
2,260
+3
| +0.1% | +$463 | 0.26% | 70 |
|
|
2015
Q1 | $342K | Buy |
2,257
+5
| +0.2% | +$758 | 0.26% | 71 |
|
|
2014
Q4 | $320K | Buy |
2,252
+2
| +0.1% | +$284 | 0.26% | 70 |
|
|
2014
Q3 | $291K | Buy |
2,250
+3
| +0.1% | +$388 | 0.25% | 69 |
|
|
2014
Q2 | $311K | Buy |
2,247
+3
| +0.1% | +$415 | 0.27% | 68 |
|
|
2014
Q1 | $305K | Buy |
2,244
+389
| +21% | +$52.9K | 0.28% | 63 |
|
|
2013
Q4 | $251K | Buy |
+1,855
| New | +$251K | 0.25% | 69 |
|