SHJ
Sharkey, Howes & Javer’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-822
| Closed | -$247K | – | 81 |
|
|
2021
Q1 | $247K | Buy |
822
+56
| +7% | +$16.8K | 0.08% | 69 |
|
|
2020
Q4 | $220K | Buy |
+766
| New | +$220K | 0.07% | 67 |
|
|
2019
Q3 | – | Sell |
-766
| Closed | -$154K | – | 112 |
|
|
2019
Q2 | $154K | Sell |
766
-13
| -2% | -$2.61K | 0.07% | 67 |
|
|
2019
Q1 | $153K | Sell |
779
-12
| -2% | -$2.36K | 0.07% | 66 |
|
|
2018
Q4 | $133K | Buy |
791
+103
| +15% | +$17.3K | 0.09% | 66 |
|
|
2018
Q3 | $148K | Hold |
688
| – | – | 0.08% | 66 |
|
|
2018
Q2 | $141K | Hold |
688
| – | – | 0.08% | 58 |
|
|
2018
Q1 | $131K | Hold |
688
| – | – | 0.07% | 51 |
|
|
2017
Q4 | $128K | Sell |
688
-62
| -8% | -$11.5K | 0.07% | 56 |
|
|
2017
Q3 | $136K | Hold |
750
| – | – | 0.07% | 51 |
|
|
2017
Q2 | $127K | Buy |
750
+62
| +9% | +$10.5K | 0.07% | 48 |
|
|
2017
Q1 | $111K | Sell |
688
-32
| -4% | -$5.16K | 0.06% | 52 |
|
|
2016
Q4 | $111K | Hold |
720
| – | – | 0.07% | 53 |
|
|
2016
Q3 | $107K | Buy |
720
+57
| +9% | +$8.47K | 0.06% | 55 |
|
|
2016
Q2 | $91K | Hold |
663
| – | – | 0.06% | 69 |
|
|
2016
Q1 | $88K | Hold |
663
| – | – | 0.06% | 66 |
|
|
2015
Q4 | $92K | Sell |
663
-573
| -46% | -$79.5K | 0.06% | 62 |
|
|
2015
Q3 | $178K | Buy |
+1,236
| New | +$178K | 0.14% | 41 |
|
|
2015
Q2 | – | Sell |
-907
| Closed | -$138K | – | 226 |
|
|
2015
Q1 | $138K | Buy |
+907
| New | +$138K | 0.09% | 54 |
|