Sonora Investment Management’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
2021
Q3
$38K Sell
130
-44
-25% -$12.9K ﹤0.01% 481
2021
Q2
$54K Sell
174
-20
-10% -$6.21K 0.01% 378
2021
Q1
$58K Hold
194
﹤0.01% 543
2020
Q4
$56K Hold
194
﹤0.01% 572
2020
Q3
$43K Sell
194
-150
-44% -$33.2K ﹤0.01% 633
2020
Q2
$71K Sell
344
-9
-3% -$1.86K 0.01% 409
2020
Q1
$56K Hold
353
0.01% 432
2019
Q4
$76K Buy
353
+9
+3% +$1.94K 0.01% 403
2019
Q3
$66K Sell
344
-150
-30% -$28.8K 0.01% 425
2019
Q2
$99K Buy
+494
New +$99K 0.01% 356