Sterne Agee 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $4.45M | Buy |
29,350
+511
| +2% | +$77.4K | 0.65% | 36 |
|
|
2014
Q4 | $4.11M | Buy |
28,839
+3,833
| +15% | +$546K | 0.64% | 38 |
|
|
2014
Q3 | $3.24M | Buy |
25,006
+3,921
| +19% | +$509K | 0.52% | 57 |
|
|
2014
Q2 | $2.92M | Buy |
21,085
+7,345
| +53% | +$1.02M | 0.49% | 60 |
|
|
2014
Q1 | $1.87M | Buy |
+13,740
| New | +$1.87M | 0.37% | 86 |
|
|
2013
Q3 | – | Sell |
-2,411
| Closed | -$269K | – | 270 |
|
|
2013
Q2 | $269K | Buy |
+2,411
| New | +$269K | 0.1% | 198 |
|