Wealthfront’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 | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-6,427
| Closed | -$1.15M | – | 516 |
|
2017
Q3 | $1.15M | Buy |
+6,427
| New | +$1.15M | 0.01% | 169 |
|
2016
Q1 | – | Sell |
-1,475
| Closed | -$205K | – | 345 |
|
2015
Q4 | $205K | Buy |
1,475
+1,223
| +485% | +$170K | 0.01% | 287 |
|
2015
Q3 | $34K | Buy |
+252
| New | +$34K | ﹤0.01% | 589 |
|
2015
Q2 | – | Sell |
-18
| Closed | -$3K | – | 1344 |
|
2015
Q1 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 915 |
|