Piershale 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-76,965
| Closed | -$15.7M | – | 28 |
|
|
2018
Q2 | $15.7M | Buy |
76,965
+43,251
| +128% | +$8.84M | 8.21% | 6 |
|
|
2018
Q1 | $6.25M | Buy |
+33,714
| New | +$6.25M | 3.3% | 7 |
|
|
2016
Q4 | – | Sell |
-41,232
| Closed | -$6.14M | – | 74 |
|
|
2016
Q3 | $6.14M | Buy |
+41,232
| New | +$6.14M | 4.67% | 7 |
|
|
2016
Q1 | – | Sell |
-93,203
| Closed | -$13M | – | 169 |
|
|
2015
Q4 | $13M | Sell |
93,203
-8,551
| -8% | -$1.19M | 7.89% | 5 |
|
|
2015
Q3 | $13.6M | Buy |
101,754
+16,627
| +20% | +$2.23M | 10.37% | 8 |
|
|
2015
Q2 | $13.2M | Buy |
85,127
+3,479
| +4% | +$538K | 9.91% | 4 |
|
|
2015
Q1 | $12.4M | Buy |
+81,648
| New | +$12.4M | 9.81% | 4 |
|