Advance Capital Management’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 | $307K | Sell |
1,073
-473
| -31% | -$135K | 0.01% | 127 |
|
|
2025
Q1 | $395K | Buy |
1,546
+589
| +62% | +$151K | 0.02% | 107 |
|
|
2024
Q4 | $275K | Hold |
957
| – | – | 0.01% | 124 |
|
|
2024
Q3 | $272K | Sell |
957
-133
| -12% | -$37.8K | 0.01% | 124 |
|
|
2024
Q2 | $286K | Hold |
1,090
| – | – | 0.01% | 119 |
|
|
2024
Q1 | $295K | Buy |
+1,090
| New | +$295K | 0.02% | 113 |
|