Segment Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13,902
| Closed | -$2.2M | – | 201 |
|
|
2020
Q1 | $2.2M | Buy |
13,902
+425
| +3% | +$67.2K | 0.49% | 63 |
|
|
2019
Q4 | $2.89M | Buy |
13,477
+708
| +6% | +$152K | 0.49% | 71 |
|
|
2019
Q3 | $2.46M | Buy |
12,769
+1,371
| +12% | +$264K | 0.48% | 67 |
|
|
2019
Q2 | $2.29M | Buy |
11,398
+568
| +5% | +$114K | 0.47% | 69 |
|
|
2019
Q1 | $2.13M | Buy |
10,830
+436
| +4% | +$85.8K | 0.45% | 73 |
|
|
2018
Q4 | $1.75M | Buy |
10,394
+745
| +8% | +$125K | 0.44% | 73 |
|
|
2018
Q3 | $2.08M | Buy |
9,649
+230
| +2% | +$49.5K | 0.45% | 73 |
|
|
2018
Q2 | $1.93M | Buy |
9,419
+203
| +2% | +$41.5K | 0.45% | 75 |
|
|
2018
Q1 | $1.76M | Sell |
9,216
-62
| -0.7% | -$11.8K | 0.44% | 75 |
|
|
2017
Q4 | $1.73M | Buy |
9,278
+184
| +2% | +$34.3K | 0.42% | 75 |
|
|
2017
Q3 | $1.63M | Buy |
9,094
+242
| +3% | +$43.3K | 0.43% | 74 |
|
|
2017
Q2 | $1.49M | Buy |
8,852
+625
| +8% | +$105K | 0.41% | 74 |
|
|
2017
Q1 | $1.33M | Buy |
+8,227
| New | +$1.33M | 0.43% | 72 |
|