AWM
AE Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.3M | Buy |
189,933
+9,750
| +5% | +$2.79M | 0.4% | 60 |
|
|
2025
Q1 | $46M | Buy |
180,183
+21,801
| +14% | +$5.57M | 0.39% | 62 |
|
|
2024
Q4 | $45.6M | Buy |
158,382
+26,922
| +20% | +$7.75M | 0.39% | 61 |
|
|
2024
Q3 | $37.3M | Buy |
131,460
+19,491
| +17% | +$5.54M | 0.34% | 71 |
|
|
2024
Q2 | $29.4M | Buy |
111,969
+23,188
| +26% | +$6.09M | 0.29% | 79 |
|
|
2024
Q1 | $24M | Buy |
88,781
+14,668
| +20% | +$3.97M | 0.27% | 91 |
|
|
2023
Q4 | $18.3M | Buy |
74,113
+30,726
| +71% | +$7.58M | 0.09% | 252 |
|
|
2023
Q3 | $9.73M | Buy |
43,387
+14,200
| +49% | +$3.18M | 0.06% | 385 |
|
|
2023
Q2 | $7.08M | Buy |
29,187
+7,124
| +32% | +$1.73M | 0.04% | 451 |
|
|
2023
Q1 | $5M | Buy |
22,063
+2,003
| +10% | +$454K | 0.03% | 507 |
|
|
2022
Q4 | $4.3M | Buy |
20,060
+1,359
| +7% | +$292K | 0.03% | 513 |
|
|
2022
Q3 | $3.86M | Buy |
18,701
+16,101
| +619% | +$3.33M | 0.03% | 486 |
|
|
2022
Q2 | $536K | Buy |
2,600
+511
| +24% | +$105K | ﹤0.01% | 1159 |
|
|
2022
Q1 | $534K | Buy |
2,089
+427
| +26% | +$109K | ﹤0.01% | 1210 |
|
|
2021
Q4 | $487K | Buy |
1,662
+891
| +116% | +$261K | ﹤0.01% | 1258 |
|
|
2021
Q3 | $226K | Sell |
771
-228
| -23% | -$66.8K | ﹤0.01% | 1479 |
|
|
2021
Q2 | $311K | Sell |
999
-44
| -4% | -$13.7K | ﹤0.01% | 1330 |
|
|
2021
Q1 | $314K | Sell |
1,043
-185
| -15% | -$55.7K | ﹤0.01% | 1230 |
|
|
2020
Q4 | $352K | Buy |
1,228
+170
| +16% | +$48.7K | ﹤0.01% | 1074 |
|
|
2020
Q3 | $234K | Sell |
1,058
-256
| -19% | -$56.6K | ﹤0.01% | 1124 |
|
|
2020
Q2 | $272K | Buy |
+1,314
| New | +$272K | ﹤0.01% | 1054 |
|
|
2020
Q1 | – | Sell |
-1,699
| Closed | -$364K | – | 1193 |
|
|
2019
Q4 | $364K | Buy |
1,699
+250
| +17% | +$53.6K | 0.01% | 835 |
|
|
2019
Q3 | $279K | Sell |
1,449
-5
| -0.3% | -$963 | 0.01% | 815 |
|
|
2019
Q2 | $292K | Buy |
1,454
+136
| +10% | +$27.3K | 0.01% | 762 |
|
|
2019
Q1 | $259K | Buy |
+1,318
| New | +$259K | 0.02% | 506 |
|
|
2018
Q4 | – | Sell |
-1,204
| Closed | -$259K | – | 538 |
|
|
2018
Q3 | $259K | Buy |
1,204
+49
| +4% | +$10.5K | 0.01% | 485 |
|
|
2018
Q2 | $236K | Sell |
1,155
-76
| -6% | -$15.5K | 0.02% | 387 |
|
|
2018
Q1 | $235K | Buy |
+1,231
| New | +$235K | 0.02% | 371 |
|
|
2017
Q2 | – | Sell |
-6,916
| Closed | -$1.12M | – | 384 |
|
|
2017
Q1 | $1.12M | Buy |
6,916
+5,008
| +262% | +$810K | 0.21% | 89 |
|
|
2016
Q4 | $294K | Buy |
+1,908
| New | +$294K | 0.12% | 152 |
|