SVA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.2M | Sell |
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|
2020
Q3 | $926K | Sell |
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|
2020
Q2 | $906K | Sell |
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|
2020
Q1 | $723K | Sell |
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|
2019
Q4 | $992K | Hold |
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|
2019
Q3 | $892K | Sell |
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|
2019
Q2 | $933K | Sell |
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|
2019
Q1 | $1.02M | Sell |
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|
2018
Q4 | $904K | Buy |
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|
2018
Q3 | $1.12M | Sell |
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|
2018
Q2 | $1.08M | Sell |
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|
2018
Q1 | $1.09M | Buy |
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|
2017
Q4 | $1.02M | Sell |
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|
2017
Q3 | $1.09M | Sell |
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|
2017
Q2 | $1.06M | Buy |
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|
2017
Q1 | $1.02M | Buy |
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|
2016
Q4 | $958K | Buy |
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|
2016
Q3 | $917K | Sell |
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|
2016
Q2 | $884K | Sell |
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|
2016
Q1 | $876K | Buy |
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|
2015
Q4 | $898K | Sell |
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|
2015
Q3 | $1.07M | Hold |
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|
2015
Q2 | $1.23M | Sell |
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|
2015
Q1 | $1.26M | Buy |
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|
2014
Q4 | $968K | Hold |
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|
2014
Q3 | $882K | Buy |
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|
2014
Q2 | $920K | Hold |
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|
2014
Q1 | $905K | Hold |
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|
2013
Q4 | $901K | Buy |
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