SWM
SVA Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.2M | Sell |
4,179
-3
| -0.1% | -$860 | 0.1% | 122 |
|
|
2020
Q3 | $926K | Sell |
4,182
-198
| -5% | -$43.8K | 0.09% | 122 |
|
|
2020
Q2 | $906K | Sell |
4,380
-190
| -4% | -$39.3K | 0.1% | 120 |
|
|
2020
Q1 | $723K | Sell |
4,570
-60
| -1% | -$9.49K | 0.08% | 123 |
|
|
2019
Q4 | $992K | Hold |
4,630
| – | – | 0.09% | 123 |
|
|
2019
Q3 | $892K | Sell |
4,630
-16
| -0.3% | -$3.08K | 0.09% | 124 |
|
|
2019
Q2 | $933K | Sell |
4,646
-525
| -10% | -$105K | 0.09% | 125 |
|
|
2019
Q1 | $1.02M | Sell |
5,171
-210
| -4% | -$41.3K | 0.1% | 125 |
|
|
2018
Q4 | $904K | Buy |
5,381
+175
| +3% | +$29.4K | 0.1% | 121 |
|
|
2018
Q3 | $1.12M | Sell |
5,206
-87
| -2% | -$18.7K | 0.11% | 115 |
|
|
2018
Q2 | $1.08M | Sell |
5,293
-789
| -13% | -$161K | 0.12% | 119 |
|
|
2018
Q1 | $1.09M | Buy |
6,082
+605
| +11% | +$108K | 0.13% | 113 |
|
|
2017
Q4 | $1.02M | Sell |
5,477
-605
| -10% | -$113K | 0.12% | 118 |
|
|
2017
Q3 | $1.09M | Sell |
6,082
-211
| -3% | -$37.7K | 0.13% | 113 |
|
|
2017
Q2 | $1.06M | Buy |
6,293
+5
| +0.1% | +$844 | 0.14% | 109 |
|
|
2017
Q1 | $1.02M | Buy |
6,288
+62
| +1% | +$10K | 0.14% | 106 |
|
|
2016
Q4 | $958K | Buy |
6,226
+67
| +1% | +$10.3K | 0.14% | 110 |
|
|
2016
Q3 | $917K | Sell |
6,159
-283
| -4% | -$42.1K | 0.14% | 110 |
|
|
2016
Q2 | $884K | Sell |
6,442
-163
| -2% | -$22.4K | 0.14% | 114 |
|
|
2016
Q1 | $876K | Buy |
6,605
+157
| +2% | +$20.8K | 0.15% | 112 |
|
|
2015
Q4 | $898K | Sell |
6,448
-1,530
| -19% | -$213K | 0.16% | 121 |
|
|
2015
Q3 | $1.07M | Hold |
7,978
| – | – | 0.2% | 109 |
|
|
2015
Q2 | $1.23M | Sell |
7,978
-350
| -4% | -$54.1K | 0.23% | 103 |
|
|
2015
Q1 | $1.26M | Buy |
8,328
+1,531
| +23% | +$232K | 0.23% | 103 |
|
|
2014
Q4 | $968K | Hold |
6,797
| – | – | 0.35% | 72 |
|
|
2014
Q3 | $882K | Buy |
6,797
+149
| +2% | +$19.3K | 0.38% | 65 |
|
|
2014
Q2 | $920K | Hold |
6,648
| – | – | 0.39% | 62 |
|
|
2014
Q1 | $905K | Hold |
6,648
| – | – | 0.43% | 58 |
|
|
2013
Q4 | $901K | Buy |
+6,648
| New | +$901K | 0.54% | 52 |
|