United Asset Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,012
| Closed | -$939K | – | 214 |
|
|
2021
Q2 | $939K | Buy |
3,012
+328
| +12% | +$102K | 0.13% | 119 |
|
|
2021
Q1 | $807K | Sell |
2,684
-2,644
| -50% | -$795K | 0.12% | 122 |
|
|
2020
Q4 | $1.53M | Buy |
5,328
+3,375
| +173% | +$968K | 0.24% | 80 |
|
|
2020
Q3 | $433K | Buy |
1,953
+13
| +0.7% | +$2.88K | 0.08% | 146 |
|
|
2020
Q2 | $401K | Sell |
1,940
-172
| -8% | -$35.6K | 0.08% | 140 |
|
|
2020
Q1 | $334K | Sell |
2,112
-250
| -11% | -$39.5K | 0.08% | 143 |
|
|
2019
Q4 | $506K | Sell |
2,362
-94
| -4% | -$20.1K | 0.1% | 149 |
|
|
2019
Q3 | $473K | Buy |
2,456
+35
| +1% | +$6.74K | 0.1% | 138 |
|
|
2019
Q2 | $486K | Sell |
2,421
-145
| -6% | -$29.1K | 0.11% | 137 |
|
|
2019
Q1 | $505K | Buy |
2,566
+45
| +2% | +$8.86K | 0.12% | 141 |
|
|
2018
Q4 | $423K | Buy |
2,521
+140
| +6% | +$23.5K | 0.12% | 139 |
|
|
2018
Q3 | $512K | Buy |
2,381
+71
| +3% | +$15.3K | 0.12% | 142 |
|
|
2018
Q2 | $472K | Buy |
2,310
+160
| +7% | +$32.7K | 0.12% | 143 |
|
|
2018
Q1 | $410K | Buy |
2,150
+80
| +4% | +$15.3K | 0.12% | 144 |
|
|
2017
Q4 | $387K | Sell |
2,070
-210
| -9% | -$39.3K | 0.1% | 146 |
|
|
2017
Q3 | $408K | Buy |
+2,280
| New | +$408K | 0.23% | 84 |
|