Welch Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,209
| Closed | -$2.7M | – | 43 |
|
|
2021
Q4 | $2.7M | Sell |
9,209
-137
| -1% | -$40.2K | 0.59% | 15 |
|
|
2021
Q3 | $2.74M | Hold |
9,346
| – | – | 0.66% | 13 |
|
|
2021
Q2 | $2.91M | Hold |
9,346
| – | – | 0.69% | 14 |
|
|
2021
Q1 | $2.81M | Hold |
9,346
| – | – | 0.73% | 15 |
|
|
2020
Q4 | $2.68M | Hold |
9,346
| – | – | 0.74% | 15 |
|
|
2020
Q3 | $2.07M | Sell |
9,346
-663
| -7% | -$147K | 0.64% | 16 |
|
|
2020
Q2 | $2.07M | Sell |
10,009
-25,890
| -72% | -$5.36M | 0.68% | 16 |
|
|
2020
Q1 | $5.68M | Sell |
35,899
-432
| -1% | -$68.3K | 2.27% | 11 |
|
|
2019
Q4 | $7.78M | Sell |
36,331
-1,412
| -4% | -$302K | 2.3% | 9 |
|
|
2019
Q3 | $7.27M | Hold |
37,743
| – | – | 2.42% | 7 |
|
|
2019
Q2 | $7.58M | Hold |
37,743
| – | – | 2.58% | 9 |
|
|
2019
Q1 | $7.42M | Hold |
37,743
| – | – | 2.53% | 10 |
|
|
2018
Q4 | $6.34M | Buy |
+37,743
| New | +$6.34M | 2.43% | 9 |
|