Wealthspire Advisors (Maryland)’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
Q3 | $212K | Sell |
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2020
Q2 | $1.14M | Sell |
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|
2020
Q1 | $872K | Sell |
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|
2019
Q4 | $1.2M | Sell |
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|
2019
Q3 | $1.1M | Buy |
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|
2019
Q2 | $1.13M | Sell |
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|
2019
Q1 | $1.13M | Sell |
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|
2018
Q4 | $1.24M | Buy |
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|
2018
Q3 | $1.19M | Sell |
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|
2018
Q2 | $1.16M | Sell |
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|
2018
Q1 | $1.11M | Buy |
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|
2017
Q4 | $942K | Sell |
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|
2017
Q3 | $1.03M | Buy |
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|
2017
Q2 | $482K | Buy |
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|
2017
Q1 | $98K | Hold |
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|
2016
Q4 | $93K | Hold |
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|
2016
Q3 | $90K | Buy |
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|
2016
Q2 | $83K | Hold |
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|
2016
Q1 | $80K | Hold |
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|
2015
Q4 | $84K | Buy |
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