Squar Milner Financial 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
Q2 | – | Sell |
-509
| Closed | -$80K | – | 471 |
|
|
2020
Q1 | $80K | Hold |
509
| – | – | 0.05% | 311 |
|
|
2019
Q4 | $109K | Buy |
+509
| New | +$109K | 0.05% | 308 |
|
|
2019
Q3 | – | Sell |
-509
| Closed | -$102K | – | 464 |
|
|
2019
Q2 | $102K | Sell |
509
-559
| -52% | -$112K | 0.07% | 274 |
|
|
2019
Q1 | $210K | Hold |
1,068
| – | – | 0.15% | 158 |
|
|
2018
Q4 | $179K | Hold |
1,068
| – | – | 0.17% | 148 |
|
|
2018
Q3 | $230K | Sell |
1,068
-857
| -45% | -$185K | 0.21% | 129 |
|
|
2018
Q2 | $393K | Hold |
1,925
| – | – | 0.35% | 74 |
|
|
2018
Q1 | $367K | Hold |
1,925
| – | – | 0.46% | 67 |
|
|
2017
Q4 | $379K | Buy |
+1,925
| New | +$379K | 0.46% | 75 |
|