Accredited Investors’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $746K | Buy |
2,608
+2
| +0.1% | +$572 | 0.04% | 109 |
|
2025
Q1 | $666K | Sell |
2,606
-10
| -0.4% | -$2.56K | 0.04% | 110 |
|
2024
Q4 | $753K | Hold |
2,616
| – | – | 0.04% | 105 |
|
2024
Q3 | $743K | Buy |
2,616
+10
| +0.4% | +$2.84K | 0.04% | 107 |
|
2024
Q2 | $684K | Hold |
2,606
| – | – | 0.04% | 104 |
|
2024
Q1 | $706K | Hold |
2,606
| – | – | 0.05% | 104 |
|
2023
Q4 | $657K | Sell |
2,606
-208
| -7% | -$52.5K | 0.05% | 106 |
|
2023
Q3 | $631K | Hold |
2,814
| – | – | 0.05% | 101 |
|
2023
Q2 | $683K | Hold |
2,814
| – | – | 0.05% | 94 |
|
2023
Q1 | $638K | Sell |
2,814
-28
| -1% | -$6.35K | 0.05% | 94 |
|
2022
Q4 | $610K | Hold |
2,842
| – | – | 0.05% | 91 |
|
2022
Q3 | $587K | Hold |
2,842
| – | – | 0.07% | 90 |
|
2022
Q2 | $586K | Sell |
2,842
-35
| -1% | -$7.22K | 0.07% | 97 |
|
2022
Q1 | $736K | Sell |
2,877
-609
| -17% | -$156K | 0.07% | 92 |
|
2021
Q4 | $1.02M | Buy |
3,486
+167
| +5% | +$49K | 0.09% | 77 |
|
2021
Q3 | $974K | Hold |
3,319
| – | – | 0.11% | 71 |
|
2021
Q2 | $1.03M | Buy |
3,319
+35
| +1% | +$10.9K | 0.11% | 68 |
|
2021
Q1 | $988K | Sell |
3,284
-87
| -3% | -$26.2K | 0.13% | 71 |
|
2020
Q4 | $966K | Sell |
3,371
-435
| -11% | -$125K | 0.16% | 64 |
|
2020
Q3 | $843K | Sell |
3,806
-153
| -4% | -$33.9K | 0.18% | 61 |
|
2020
Q2 | $819K | Sell |
3,959
-1,249
| -24% | -$258K | 0.17% | 61 |
|
2020
Q1 | $824K | Sell |
5,208
-2,628
| -34% | -$416K | 0.19% | 53 |
|
2019
Q4 | $1.68M | Sell |
7,836
-41
| -0.5% | -$8.79K | 0.29% | 42 |
|
2019
Q3 | $1.52M | Sell |
7,877
-75
| -0.9% | -$14.5K | 0.29% | 42 |
|
2019
Q2 | $1.6M | Sell |
7,952
-680
| -8% | -$137K | 0.31% | 39 |
|
2019
Q1 | $1.7M | Sell |
8,632
-5,074
| -37% | -$998K | 0.34% | 38 |
|
2018
Q4 | $2.3M | Sell |
13,706
-51,643
| -79% | -$8.68M | 0.51% | 29 |
|
2018
Q3 | $14.1M | Buy |
65,349
+73
| +0.1% | +$15.7K | 3.47% | 11 |
|
2018
Q2 | $13.3M | Buy |
65,276
+20,889
| +47% | +$4.27M | 3.45% | 11 |
|
2018
Q1 | $8.46M | Buy |
44,387
+40,694
| +1,102% | +$7.76M | 2.31% | 11 |
|
2017
Q4 | $689K | Sell |
3,693
-107
| -3% | -$20K | 0.19% | 47 |
|
2017
Q3 | $680K | Hold |
3,800
| – | – | 0.19% | 50 |
|
2017
Q2 | $641K | Hold |
3,800
| – | – | 0.17% | 42 |
|
2017
Q1 | $614K | Buy |
3,800
+160
| +4% | +$25.9K | 0.15% | 50 |
|
2016
Q4 | $560K | Sell |
3,640
-80
| -2% | -$12.3K | 0.15% | 54 |
|
2016
Q3 | $554K | Sell |
3,720
-457
| -11% | -$68.1K | 0.15% | 51 |
|
2016
Q2 | $573K | Sell |
4,177
-937
| -18% | -$129K | 0.16% | 51 |
|
2016
Q1 | $678K | Sell |
5,114
-420
| -8% | -$55.7K | 0.17% | 40 |
|
2015
Q4 | $771K | Sell |
5,534
-87
| -2% | -$12.1K | 0.19% | 33 |
|
2015
Q3 | $754K | Sell |
5,621
-1,607
| -22% | -$216K | 0.2% | 35 |
|
2015
Q2 | $1.12M | Sell |
7,228
-346
| -5% | -$53.5K | 0.29% | 24 |
|
2015
Q1 | $1.15M | Sell |
7,574
-1,051
| -12% | -$159K | 0.29% | 24 |
|
2014
Q4 | $1.23M | Buy |
8,625
+5,110
| +145% | +$728K | 0.36% | 24 |
|
2014
Q3 | $456K | Buy |
3,515
+194
| +6% | +$25.2K | 0.14% | 41 |
|
2014
Q2 | $460K | Buy |
3,321
+906
| +38% | +$125K | 0.15% | 38 |
|
2014
Q1 | $329K | Buy |
2,415
+109
| +5% | +$14.8K | 0.11% | 45 |
|
2013
Q4 | $313K | Sell |
2,306
-175
| -7% | -$23.8K | 0.11% | 43 |
|
2013
Q3 | $313K | Sell |
2,481
-1,672
| -40% | -$211K | 0.12% | 42 |
|
2013
Q2 | $464K | Buy |
+4,153
| New | +$464K | 0.18% | 33 |
|