Sheaff Brock Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,076
| Closed | -$291K | – | 488 |
|
|
2024
Q1 | $291K | Hold |
1,076
| – | – | 0.02% | 350 |
|
|
2023
Q4 | $271K | Buy |
1,076
+11
| +1% | +$2.78K | 0.02% | 361 |
|
|
2023
Q3 | $239K | Buy |
1,065
+3
| +0.3% | +$673 | 0.02% | 369 |
|
|
2023
Q2 | $258K | Hold |
1,062
| – | – | 0.02% | 373 |
|
|
2023
Q1 | $241K | Hold |
1,062
| – | – | 0.02% | 386 |
|
|
2022
Q4 | $228K | Hold |
1,062
| – | – | 0.02% | 389 |
|
|
2022
Q3 | $219K | Hold |
1,062
| – | – | 0.02% | 387 |
|
|
2022
Q2 | $219K | Hold |
1,062
| – | – | 0.02% | 393 |
|
|
2022
Q1 | $271K | Buy |
1,062
+95
| +10% | +$24.2K | 0.02% | 388 |
|
|
2021
Q4 | $283K | Hold |
967
| – | – | 0.02% | 395 |
|
|
2021
Q3 | $284K | Hold |
967
| – | – | 0.02% | 388 |
|
|
2021
Q2 | $302K | Sell |
967
-283
| -23% | -$88.4K | 0.02% | 360 |
|
|
2021
Q1 | $376K | Buy |
1,250
+141
| +13% | +$42.4K | 0.03% | 303 |
|
|
2020
Q4 | $318K | Buy |
1,109
+112
| +11% | +$32.1K | 0.03% | 310 |
|
|
2020
Q3 | $221K | Sell |
997
-23
| -2% | -$5.1K | 0.02% | 368 |
|
|
2020
Q2 | $211K | Buy |
+1,020
| New | +$211K | 0.02% | 364 |
|
|
2020
Q1 | – | Sell |
-992
| Closed | -$213K | – | 445 |
|
|
2019
Q4 | $213K | Buy |
+992
| New | +$213K | 0.02% | 394 |
|
|
2018
Q4 | – | Sell |
-951
| Closed | -$205K | – | 494 |
|
|
2018
Q3 | $205K | Sell |
951
-88
| -8% | -$19K | 0.02% | 430 |
|
|
2018
Q2 | $212K | Buy |
+1,039
| New | +$212K | 0.02% | 427 |
|