WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.76M | Buy |
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|
2017
Q1 | $1.62M | Buy |
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|
2016
Q4 | $207K | Sell |
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|
2016
Q3 | $327K | Hold |
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|
2016
Q2 | $301K | Sell |
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|
2016
Q1 | $295K | Buy |
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|
2015
Q4 | $124K | Sell |
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|
2015
Q3 | $352K | Buy |
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|
2015
Q2 | $393K | Hold |
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|
2015
Q1 | $385K | Sell |
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|
2014
Q4 | $416K | Sell |
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|
2014
Q3 | $474K | Sell |
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|
2014
Q2 | $513K | Sell |
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|
2014
Q1 | $571K | Sell |
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|
2013
Q4 | $642K | Sell |
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|
2013
Q3 | $618K | Sell |
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|
2013
Q2 | $1.66M | Buy |
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