Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $212K | Sell |
955
-4,532
| -83% | -$1.01M | 0.01% | 436 |
|
|
2020
Q2 | $1.14M | Sell |
5,487
-23
| -0.4% | -$4.76K | 0.08% | 147 |
|
|
2020
Q1 | $872K | Sell |
5,510
-92
| -2% | -$14.6K | 0.08% | 153 |
|
|
2019
Q4 | $1.2M | Sell |
5,602
-93
| -2% | -$19.9K | 0.08% | 145 |
|
|
2019
Q3 | $1.1M | Buy |
5,695
+62
| +1% | +$12K | 0.08% | 130 |
|
|
2019
Q2 | $1.13M | Sell |
5,633
-122
| -2% | -$24.5K | 0.08% | 128 |
|
|
2019
Q1 | $1.13M | Sell |
5,755
-1,608
| -22% | -$316K | 0.09% | 123 |
|
|
2018
Q4 | $1.24M | Buy |
7,363
+1,823
| +33% | +$306K | 0.11% | 104 |
|
|
2018
Q3 | $1.19M | Sell |
5,540
-125
| -2% | -$26.9K | 0.1% | 118 |
|
|
2018
Q2 | $1.16M | Sell |
5,665
-162
| -3% | -$33.1K | 0.1% | 115 |
|
|
2018
Q1 | $1.11M | Buy |
5,827
+782
| +16% | +$149K | 0.1% | 115 |
|
|
2017
Q4 | $942K | Sell |
5,045
-695
| -12% | -$130K | 0.09% | 141 |
|
|
2017
Q3 | $1.03M | Buy |
5,740
+2,886
| +101% | +$516K | 0.11% | 125 |
|
|
2017
Q2 | $482K | Buy |
2,854
+2,248
| +371% | +$380K | 0.06% | 235 |
|
|
2017
Q1 | $98K | Hold |
606
| – | – | 0.01% | 610 |
|
|
2016
Q4 | $93K | Hold |
606
| – | – | 0.01% | 603 |
|
|
2016
Q3 | $90K | Buy |
606
+1
| +0.2% | +$149 | 0.01% | 598 |
|
|
2016
Q2 | $83K | Hold |
605
| – | – | 0.01% | 576 |
|
|
2016
Q1 | $80K | Hold |
605
| – | – | 0.01% | 582 |
|
|
2015
Q4 | $84K | Buy |
+605
| New | +$84K | 0.02% | 568 |
|