Sage Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,830
| Closed | -$1.24M | – | 54 |
|
|
2022
Q1 | $1.24M | Hold |
4,830
| – | – | 0.31% | 38 |
|
|
2021
Q4 | $1.42M | Hold |
4,830
| – | – | 0.35% | 39 |
|
|
2021
Q3 | $1.42M | Hold |
4,830
| – | – | 0.37% | 40 |
|
|
2021
Q2 | $1.51M | Sell |
4,830
-220
| -4% | -$68.6K | 0.41% | 37 |
|
|
2021
Q1 | $1.52M | Hold |
5,050
| – | – | 0.37% | 33 |
|
|
2020
Q4 | $1.45M | Hold |
5,050
| – | – | 0.38% | 35 |
|
|
2020
Q3 | $1.12M | Sell |
5,050
-5,050
| -50% | -$1.12M | 0.37% | 36 |
|
|
2020
Q2 | $2.09M | Hold |
10,100
| – | – | 0.66% | 29 |
|
|
2020
Q1 | $1.6M | Hold |
10,100
| – | – | 0.62% | 30 |
|
|
2019
Q4 | $2.16M | Hold |
10,100
| – | – | 0.69% | 30 |
|
|
2019
Q3 | $1.95M | Hold |
10,100
| – | – | 0.64% | 27 |
|
|
2019
Q2 | $2.03M | Buy |
+10,100
| New | +$2.03M | 0.6% | 27 |
|