Sharkey, Howes & Javer’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-822	Closed	-$247K	–	81
2021 Q1	$247K	Buy	822 +56	+7%	+$17.4K	0.08%	69
2020 Q4	$220K	Buy	+766	New	+$195K	0.07%	67
2019 Q3	–	Sell	-766	Closed	-$154K	–	112
2019 Q2	$154K	Sell	766 -13	-2%	-$2.57K	0.07%	67
2019 Q1	$153K	Sell	779 -12	-2%	-$2.28K	0.07%	66
2018 Q4	$133K	Buy	791 +103	+15%	+$19.2K	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%	-$11.3K	0.07%	56
2017 Q3	$136K	Hold	750	–	–	0.07%	51
2017 Q2	$127K	Buy	750 +62	+9%	+$10.2K	0.07%	48
2017 Q1	$111K	Sell	688 -32	-4%	-$5.08K	0.06%	52
2016 Q4	$111K	Hold	720	–	–	0.07%	53
2016 Q3	$107K	Buy	720 +57	+9%	+$8.31K	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%	-$81.3K	0.06%	62
2015 Q3	$178K	Buy	+1,236	New	+$183K	0.14%	41
2015 Q2	–	Sell	-907	Closed	-$138K	–	226
2015 Q1	$138K	Buy	+907	New	+$132K	0.09%	54