SBSB
Sullivan, Bruyette, Speros & Blaney’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $529K | Sell |
1,757
-318
| -15% | -$95.7K | 0.02% | 178 |
|
|
2020
Q4 | $595K | Hold |
2,075
| – | – | 0.03% | 152 |
|
|
2020
Q3 | $460K | Buy |
2,075
+83
| +4% | +$18.4K | 0.03% | 158 |
|
|
2020
Q2 | $412K | Hold |
1,992
| – | – | 0.03% | 159 |
|
|
2020
Q1 | $315K | Hold |
1,992
| – | – | 0.02% | 166 |
|
|
2019
Q4 | $427K | Hold |
1,992
| – | – | 0.02% | 153 |
|
|
2019
Q3 | $384K | Hold |
1,992
| – | – | 0.02% | 158 |
|
|
2019
Q2 | $400K | Buy |
+1,992
| New | +$400K | 0.02% | 151 |
|
|
2018
Q4 | – | Sell |
-991
| Closed | -$213K | – | 200 |
|
|
2018
Q3 | $213K | Hold |
991
| – | – | 0.02% | 159 |
|
|
2018
Q2 | $202K | Sell |
991
-102
| -9% | -$20.8K | 0.02% | 160 |
|
|
2018
Q1 | $208K | Sell |
1,093
-51
| -4% | -$9.71K | 0.02% | 154 |
|
|
2017
Q4 | $214K | Buy |
+1,144
| New | +$214K | 0.02% | 155 |
|