WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.76M | Buy |
10,449
+442
| +4% | +$74.6K | 0.4% | 63 |
|
|
2017
Q1 | $1.62M | Buy |
10,007
+8,659
| +642% | +$1.4M | 0.43% | 56 |
|
|
2016
Q4 | $207K | Sell |
1,348
-846
| -39% | -$130K | 0.05% | 371 |
|
|
2016
Q3 | $327K | Hold |
2,194
| – | – | 0.08% | 243 |
|
|
2016
Q2 | $301K | Sell |
2,194
-33
| -1% | -$4.53K | 0.08% | 244 |
|
|
2016
Q1 | $295K | Buy |
2,227
+1,335
| +150% | +$177K | 0.09% | 238 |
|
|
2015
Q4 | $124K | Sell |
892
-1,732
| -66% | -$241K | 0.04% | 415 |
|
|
2015
Q3 | $352K | Buy |
2,624
+81
| +3% | +$10.9K | 0.11% | 193 |
|
|
2015
Q2 | $393K | Hold |
2,543
| – | – | 0.11% | 203 |
|
|
2015
Q1 | $385K | Sell |
2,543
-378
| -13% | -$57.2K | 0.11% | 214 |
|
|
2014
Q4 | $416K | Sell |
2,921
-735
| -20% | -$105K | 0.08% | 261 |
|
|
2014
Q3 | $474K | Sell |
3,656
-49
| -1% | -$6.35K | 0.09% | 267 |
|
|
2014
Q2 | $513K | Sell |
3,705
-495
| -12% | -$68.5K | 0.1% | 255 |
|
|
2014
Q1 | $571K | Sell |
4,200
-538
| -11% | -$73.1K | 0.11% | 211 |
|
|
2013
Q4 | $642K | Sell |
4,738
-174
| -4% | -$23.6K | 0.09% | 254 |
|
|
2013
Q3 | $618K | Sell |
4,912
-9,927
| -67% | -$1.25M | 0.1% | 241 |
|
|
2013
Q2 | $1.66M | Buy |
+14,839
| New | +$1.66M | 0.28% | 85 |
|