Polaris Wealth Advisory Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $9K | Hold |
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|
2018
Q1 | $9K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $10.6M | Sell |
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|
2015
Q3 | $11.1M | Sell |
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|
2015
Q2 | $13M | Sell |
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|
2015
Q1 | $13M | Sell |
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|
2014
Q4 | $12.6M | Buy |
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|
2014
Q3 | $10.9M | Buy |
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|
2014
Q2 | $10.8M | Sell |
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|
2014
Q1 | $23.1M | Buy |
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|
2013
Q4 | $22.6M | Buy |
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|
2013
Q3 | $10.2M | Buy |
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|
2013
Q2 | $8.92M | Buy |
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