Stanford Investment Group’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 | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-156
| Closed | -$22K | – | 363 |
|
2015
Q4 | $22K | Hold |
156
| – | – | 0.01% | 210 |
|
2015
Q3 | $21K | Buy |
156
+20
| +15% | +$2.69K | 0.02% | 217 |
|
2015
Q2 | $21K | Hold |
136
| – | – | 0.02% | 221 |
|
2015
Q1 | $21K | Hold |
136
| – | – | 0.02% | 222 |
|
2014
Q4 | $19K | Buy |
+136
| New | +$19K | 0.02% | 233 |
|