Stonehearth Capital 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 | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-11,311
| Closed | -$1.58M | – | 39 |
|
2015
Q4 | $1.58M | Sell |
11,311
-137
| -1% | -$19.1K | 1.06% | 22 |
|
2015
Q3 | $1.53M | Sell |
11,448
-1,066
| -9% | -$143K | 1.1% | 23 |
|
2015
Q2 | $1.93M | Sell |
12,514
-34,267
| -73% | -$5.3M | 1.33% | 16 |
|
2015
Q1 | $7.09M | Buy |
46,781
+780
| +2% | +$118K | 4.45% | 12 |
|
2014
Q4 | $6.55M | Buy |
+46,001
| New | +$6.55M | 4.82% | 7 |
|