US Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-269
| Closed | -$36K | – | 212 |
|
|
2016
Q1 | $36K | Sell |
269
-225
| -46% | -$30.1K | 0.06% | 104 |
|
|
2015
Q4 | $69K | Buy |
494
+218
| +79% | +$30.4K | 0.07% | 119 |
|
|
2015
Q3 | $37K | Buy |
276
+51
| +23% | +$6.84K | 0.06% | 138 |
|
|
2015
Q2 | $35K | Hold |
225
| – | – | 0.03% | 133 |
|
|
2015
Q1 | $34K | Sell |
225
-15
| -6% | -$2.27K | 0.03% | 148 |
|
|
2014
Q4 | $34K | Buy |
+240
| New | +$34K | 0.03% | 139 |
|