RFM
Royal Fund Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,224
| Closed | -$349K | – | 254 |
|
|
2024
Q3 | $349K | Buy |
+1,224
| New | +$349K | 0.02% | 230 |
|
|
2021
Q3 | – | Sell |
-1,386
| Closed | -$432K | – | 193 |
|
|
2021
Q2 | $432K | Hold |
1,386
| – | – | 0.07% | 138 |
|
|
2021
Q1 | $416K | Sell |
1,386
-5
| -0.4% | -$1.5K | 0.08% | 137 |
|
|
2020
Q4 | $398K | Sell |
1,391
-19
| -1% | -$5.44K | 0.08% | 130 |
|
|
2020
Q3 | $312K | Buy |
+1,410
| New | +$312K | 0.08% | 128 |
|
|
2020
Q2 | – | Sell |
-1,382
| Closed | -$218K | – | 351 |
|
|
2020
Q1 | $218K | Sell |
1,382
-861
| -38% | -$136K | 0.09% | 132 |
|
|
2019
Q4 | $480K | Sell |
2,243
-1
| -0% | -$214 | 0.12% | 84 |
|
|
2019
Q3 | $432K | Sell |
2,244
-127
| -5% | -$24.4K | 0.12% | 87 |
|
|
2019
Q2 | $476K | Sell |
2,371
-12
| -0.5% | -$2.41K | 0.14% | 79 |
|
|
2019
Q1 | $468K | Sell |
2,383
-188
| -7% | -$36.9K | 0.15% | 75 |
|
|
2018
Q4 | $431K | Sell |
2,571
-10
| -0.4% | -$1.68K | 0.17% | 72 |
|
|
2018
Q3 | $555K | Sell |
2,581
-264
| -9% | -$56.8K | 0.17% | 75 |
|
|
2018
Q2 | $581K | Sell |
2,845
-140
| -5% | -$28.6K | 0.19% | 69 |
|
|
2018
Q1 | $568K | Sell |
2,985
-6,460
| -68% | -$1.23M | 0.21% | 72 |
|
|
2017
Q4 | $1.76M | Buy |
9,445
+372
| +4% | +$69.4K | 0.63% | 36 |
|
|
2017
Q3 | $1.62M | Buy |
9,073
+4,484
| +98% | +$802K | 0.65% | 38 |
|
|
2017
Q2 | $774K | Buy |
4,589
+913
| +25% | +$154K | 0.33% | 42 |
|
|
2017
Q1 | $594K | Buy |
3,676
+904
| +33% | +$146K | 0.29% | 45 |
|
|
2016
Q4 | $426K | Buy |
+2,772
| New | +$426K | 0.24% | 46 |
|