WEC
Winslow Evans & Crocker’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $75K | Buy |
+260
| New | +$75K | 0.01% | 509 |
|
|
2019
Q1 | – | Sell |
-72
| Closed | -$14K | – | 1340 |
|
|
2018
Q4 | $14K | Hold |
72
| – | – | ﹤0.01% | 697 |
|
|
2018
Q3 | $16K | Hold |
72
| – | – | ﹤0.01% | 712 |
|
|
2018
Q2 | $16K | Hold |
72
| – | – | 0.01% | 713 |
|
|
2018
Q1 | $13.7K | Hold |
72
| – | – | ﹤0.01% | 724 |
|
|
2017
Q4 | $13.4K | Hold |
72
| – | – | ﹤0.01% | 748 |
|
|
2017
Q3 | $12.9K | Sell |
72
-85
| -54% | -$15.2K | ﹤0.01% | 768 |
|
|
2017
Q2 | $26.5K | Sell |
157
-1
| -0.6% | -$169 | 0.01% | 694 |
|
|
2017
Q1 | $25.4K | Sell |
158
-190
| -55% | -$30.5K | 0.01% | 690 |
|
|
2016
Q4 | $53.4K | Sell |
348
-22
| -6% | -$3.38K | 0.02% | 524 |
|
|
2016
Q3 | $54.9K | Sell |
370
-28
| -7% | -$4.16K | 0.02% | 515 |
|
|
2016
Q2 | $54.5K | Buy |
398
+1
| +0.3% | +$137 | 0.02% | 493 |
|
|
2016
Q1 | $52.6K | Sell |
397
-1
| -0.3% | -$133 | 0.02% | 488 |
|
|
2015
Q4 | $55.3K | Hold |
398
| – | – | 0.02% | 513 |
|
|
2015
Q3 | $53.2K | Hold |
398
| – | – | 0.02% | 506 |
|
|
2015
Q2 | $61.4K | Hold |
398
| – | – | 0.02% | 508 |
|
|
2015
Q1 | $60.2K | Hold |
398
| – | – | 0.02% | 513 |
|
|
2014
Q4 | $56.5K | Hold |
398
| – | – | 0.02% | 514 |
|
|
2014
Q3 | $51.5K | Buy |
398
+1
| +0.3% | +$129 | 0.01% | 550 |
|
|
2014
Q2 | $55K | Hold |
397
| – | – | 0.02% | 482 |
|
|
2014
Q1 | $54K | Hold |
397
| – | – | 0.02% | 474 |
|
|
2013
Q4 | $54K | Buy |
+397
| New | +$54K | 0.02% | 502 |
|