Regent Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $268K | Hold |
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|
2022
Q3 | $258K | Hold |
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|
2022
Q2 | $258K | Hold |
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|
2022
Q1 | $320K | Hold |
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|
2021
Q4 | $366K | Hold |
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|
2021
Q3 | $367K | Hold |
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|
2021
Q2 | $390K | Hold |
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|
2021
Q1 | $376K | Hold |
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|
2020
Q4 | $358K | Hold |
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|
2020
Q3 | $277K | Hold |
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|
2020
Q2 | $259K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $939K | Buy |
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|
2019
Q3 | $241K | Hold |
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|
2019
Q2 | $251K | Sell |
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|
2019
Q1 | $295K | Hold |
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|
2018
Q4 | $252K | Sell |
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|
2018
Q3 | $1.28M | Hold |
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|
2018
Q2 | $1.22M | Buy |
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|
2018
Q1 | $319K | Sell |
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|
2017
Q4 | $1.05M | Buy |
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|
2017
Q3 | $300K | Hold |
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|
2017
Q2 | $283K | Hold |
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|
2017
Q1 | $271K | Hold |
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|
2016
Q4 | $258K | Sell |
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|
2016
Q3 | $253K | Hold |
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|
2016
Q2 | $233K | Hold |
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|
2016
Q1 | $226K | Hold |
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|
2015
Q4 | $237K | Hold |
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|
2015
Q3 | $228K | Sell |
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|
2015
Q2 | $1.95M | Buy |
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|
2015
Q1 | $1.9M | Hold |
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|
2014
Q4 | $1.79M | Buy |
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|
2014
Q3 | $217K | Sell |
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|
2014
Q2 | $253K | Sell |
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|
2014
Q1 | $1.68M | Sell |
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|
2013
Q4 | $1.69M | Buy |
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|
2013
Q3 | $1.56M | Buy |
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|
2013
Q2 | $1.14M | Buy |
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