Wharton Business Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,329
| Closed | -$205 | – | 133 |
|
|
2015
Q2 | $205 | Hold |
1,329
| – | – | 0.01% | 125 |
|
|
2015
Q1 | $201K | Buy |
+1,329
| New | +$201K | 0.02% | 134 |
|
|
2014
Q3 | – | Sell |
-1,844
| Closed | -$255K | – | 144 |
|
|
2014
Q2 | $255K | Hold |
1,844
| – | – | 0.03% | 129 |
|
|
2014
Q1 | $251K | Hold |
1,844
| – | – | 0.02% | 138 |
|
|
2013
Q4 | $250K | Sell |
1,844
-331
| -15% | -$44.9K | 0.02% | 135 |
|
|
2013
Q3 | $274K | Hold |
2,175
| – | – | 0.02% | 133 |
|
|
2013
Q2 | $243K | Buy |
+2,175
| New | +$243K | 0.02% | 133 |
|