Personal 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
Q4 | $201K | Buy |
+938
| New | +$201K | ﹤0.01% | 468 |
|
|
2022
Q2 | – | Sell |
-1,329
| Closed | -$340K | – | 461 |
|
|
2022
Q1 | $340K | Sell |
1,329
-683
| -34% | -$175K | ﹤0.01% | 363 |
|
|
2021
Q4 | $564K | Buy |
2,012
+729
| +57% | +$204K | ﹤0.01% | 317 |
|
|
2021
Q3 | $377K | Buy |
1,283
+50
| +4% | +$14.7K | ﹤0.01% | 356 |
|
|
2021
Q2 | $384K | Buy |
1,233
+275
| +29% | +$85.6K | ﹤0.01% | 352 |
|
|
2021
Q1 | $288K | Buy |
958
+261
| +37% | +$78.5K | ﹤0.01% | 397 |
|
|
2020
Q4 | $200K | Sell |
697
-415
| -37% | -$119K | ﹤0.01% | 442 |
|
|
2020
Q3 | $246K | Buy |
+1,112
| New | +$246K | ﹤0.01% | 368 |
|
|
2020
Q1 | – | Sell |
-1,117
| Closed | -$239K | – | 375 |
|
|
2019
Q4 | $239K | Hold |
1,117
| – | – | ﹤0.01% | 367 |
|
|
2019
Q3 | $215K | Buy |
1,117
+66
| +6% | +$12.7K | ﹤0.01% | 340 |
|
|
2019
Q2 | $211K | Sell |
1,051
-64
| -6% | -$12.8K | ﹤0.01% | 310 |
|
|
2019
Q1 | $219K | Buy |
+1,115
| New | +$219K | ﹤0.01% | 308 |
|