Rikoon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $417K | Hold |
1,387
| – | – | 0.11% | 151 |
|
|
2020
Q4 | $398K | Buy |
1,387
+2
| +0.1% | +$574 | 0.11% | 151 |
|
|
2020
Q3 | $307K | Buy |
1,385
+2
| +0.1% | +$443 | 0.09% | 165 |
|
|
2020
Q2 | $286K | Buy |
1,383
+5
| +0.4% | +$1.03K | 0.1% | 171 |
|
|
2020
Q1 | $218K | Hold |
1,378
| – | – | 0.09% | 168 |
|
|
2019
Q4 | $295K | Buy |
1,378
+6
| +0.4% | +$1.28K | 0.1% | 169 |
|
|
2019
Q3 | $264K | Hold |
1,372
| – | – | 0.1% | 170 |
|
|
2019
Q2 | $276K | Buy |
1,372
+2
| +0.1% | +$402 | 0.1% | 171 |
|
|
2019
Q1 | $269K | Buy |
1,370
+2
| +0.1% | +$393 | 0.1% | 172 |
|
|
2018
Q4 | $230K | Buy |
1,368
+6
| +0.4% | +$1.01K | 0.1% | 176 |
|
|
2018
Q3 | $293K | Buy |
1,362
+1
| +0.1% | +$215 | 0.1% | 171 |
|
|
2018
Q2 | $278K | Buy |
1,361
+1
| +0.1% | +$204 | 0.11% | 172 |
|
|
2018
Q1 | $252K | Buy |
1,360
+1
| +0.1% | +$185 | 0.1% | 173 |
|
|
2017
Q4 | $254K | Buy |
1,359
+5
| +0.4% | +$935 | 0.11% | 151 |
|
|
2017
Q3 | $242K | Buy |
1,354
+3
| +0.2% | +$536 | 0.1% | 149 |
|
|
2017
Q2 | $227K | Sell |
1,351
-380
| -22% | -$63.8K | 0.1% | 156 |
|
|
2017
Q1 | $285K | Buy |
1,731
+3
| +0.2% | +$494 | 0.13% | 140 |
|
|
2016
Q4 | $276K | Buy |
1,728
+7
| +0.4% | +$1.12K | 0.12% | 141 |
|
|
2016
Q3 | $256K | Buy |
+1,721
| New | +$256K | 0.2% | 110 |
|