Sunflower Bank Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,875
| Closed | -$388K | – | 123 |
|
|
2020
Q2 | $388K | Hold |
1,875
| – | – | 0.13% | 94 |
|
|
2020
Q1 | $297K | Sell |
1,875
-25
| -1% | -$3.96K | 0.11% | 98 |
|
|
2019
Q4 | $407K | Hold |
1,900
| – | – | 0.12% | 98 |
|
|
2019
Q3 | $366K | Hold |
1,900
| – | – | 0.12% | 102 |
|
|
2019
Q2 | $382K | Hold |
1,900
| – | – | 0.12% | 100 |
|
|
2019
Q1 | $374K | Hold |
1,900
| – | – | 0.11% | 102 |
|
|
2018
Q4 | $319K | Hold |
1,900
| – | – | 0.1% | 106 |
|
|
2018
Q3 | $409K | Hold |
1,900
| – | – | 0.12% | 105 |
|
|
2018
Q2 | $388K | Hold |
1,900
| – | – | 0.11% | 105 |
|
|
2018
Q1 | $362K | Hold |
1,900
| – | – | 0.1% | 105 |
|
|
2017
Q4 | $355K | Hold |
1,900
| – | – | 0.1% | 103 |
|
|
2017
Q3 | $340K | Hold |
1,900
| – | – | 0.12% | 72 |
|
|
2017
Q2 | $321K | Buy |
+1,900
| New | +$321K | 0.11% | 80 |
|
|
2015
Q3 | – | Sell |
-1,330
| Closed | -$206K | – | 95 |
|
|
2015
Q2 | $206K | Hold |
1,330
| – | – | 0.07% | 92 |
|
|
2015
Q1 | $202K | Buy |
+1,330
| New | +$202K | 0.07% | 96 |
|