Sullivan, Bruyette, Speros & Blaney’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $529K | Sell |
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|
2020
Q4 | $595K | Hold |
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|
2020
Q3 | $460K | Buy |
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|
2020
Q2 | $412K | Hold |
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|
2020
Q1 | $315K | Hold |
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|
2019
Q4 | $427K | Hold |
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|
2019
Q3 | $384K | Hold |
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|
2019
Q2 | $400K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $213K | Hold |
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|
2018
Q2 | $202K | Sell |
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|
2018
Q1 | $208K | Sell |
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|
2017
Q4 | $214K | Buy |
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