Rockefeller Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $414K | Hold |
2,220
| – | – | 0.01% | 296 |
|
|
2017
Q3 | $397K | Buy |
+2,220
| New | +$397K | 0.01% | 279 |
|
|
2017
Q1 | – | Sell |
-48
| Closed | -$7K | – | 484 |
|
|
2016
Q4 | $7K | Hold |
48
| – | – | ﹤0.01% | 477 |
|
|
2016
Q3 | $7K | Hold |
48
| – | – | ﹤0.01% | 435 |
|
|
2016
Q2 | $7K | Hold |
48
| – | – | ﹤0.01% | 445 |
|
|
2016
Q1 | $6K | Hold |
48
| – | – | ﹤0.01% | 555 |
|
|
2015
Q4 | $7K | Buy |
+48
| New | +$7K | ﹤0.01% | 500 |
|