Shine Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $327K | Sell |
1,477
-790
| -35% | -$175K | 0.11% | 94 |
|
|
2020
Q2 | $469K | Sell |
2,267
-775
| -25% | -$160K | 0.17% | 75 |
|
|
2020
Q1 | $481K | Sell |
3,042
-1,648
| -35% | -$261K | 0.22% | 61 |
|
|
2019
Q4 | $1.01M | Buy |
4,690
+125
| +3% | +$26.8K | 0.4% | 42 |
|
|
2019
Q3 | $880K | Sell |
4,565
-655
| -13% | -$126K | 0.42% | 41 |
|
|
2019
Q2 | $1.05M | Sell |
5,220
-63
| -1% | -$12.7K | 0.49% | 38 |
|
|
2019
Q1 | $1.04M | Sell |
5,283
-301
| -5% | -$59.2K | 0.48% | 38 |
|
|
2018
Q4 | $938K | Buy |
5,584
+1
| +0% | +$168 | 0.46% | 39 |
|
|
2018
Q3 | $1.2M | Sell |
5,583
-254
| -4% | -$54.6K | 0.63% | 29 |
|
|
2018
Q2 | $1.19M | Sell |
5,837
-125
| -2% | -$25.5K | 0.61% | 29 |
|
|
2018
Q1 | $1.14M | Sell |
5,962
-140
| -2% | -$26.7K | 0.6% | 29 |
|
|
2017
Q4 | $1.14M | Hold |
6,102
| – | – | 0.57% | 30 |
|
|
2017
Q3 | $1.09M | Sell |
6,102
-192
| -3% | -$34.4K | 0.57% | 30 |
|
|
2017
Q2 | $1.06M | Sell |
6,294
-422
| -6% | -$71.2K | 0.54% | 30 |
|
|
2017
Q1 | $1.09M | Buy |
+6,716
| New | +$1.09M | 0.72% | 26 |
|
|
2016
Q1 | – | Sell |
-24,741
| Closed | -$3.45M | – | 32 |
|
|
2015
Q4 | $3.45M | Buy |
+24,741
| New | +$3.45M | 3.41% | 11 |
|