AAS
Annex Advisory Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,763
| Closed | -$507K | – | 324 |
|
|
2024
Q4 | $507K | Buy |
+1,763
| New | +$507K | 0.02% | 211 |
|
|
2018
Q2 | – | Sell |
-1,078
| Closed | -$205K | – | 131 |
|
|
2018
Q1 | $205K | Sell |
1,078
-260
| -19% | -$49.4K | 0.04% | 120 |
|
|
2017
Q4 | $250K | Buy |
1,338
+37
| +3% | +$6.91K | 0.05% | 109 |
|
|
2017
Q3 | $233K | Sell |
1,301
-1,125
| -46% | -$201K | 0.05% | 108 |
|
|
2017
Q2 | $409K | Sell |
2,426
-211
| -8% | -$35.6K | 0.09% | 84 |
|
|
2017
Q1 | $426K | Sell |
2,637
-37
| -1% | -$5.98K | 0.11% | 78 |
|
|
2016
Q4 | $412K | Sell |
2,674
-36
| -1% | -$5.55K | 0.1% | 76 |
|
|
2016
Q3 | $403K | Sell |
2,710
-458
| -14% | -$68.1K | 0.1% | 77 |
|
|
2016
Q2 | $435K | Sell |
3,168
-157
| -5% | -$21.6K | 0.12% | 80 |
|
|
2016
Q1 | $441K | Sell |
3,325
-110
| -3% | -$14.6K | 0.13% | 76 |
|
|
2015
Q4 | $478K | Sell |
3,435
-403
| -11% | -$56.1K | 0.14% | 71 |
|
|
2015
Q3 | $514K | Buy |
3,838
+94
| +3% | +$12.6K | 0.17% | 56 |
|
|
2015
Q2 | $579K | Sell |
3,744
-63
| -2% | -$9.74K | 0.19% | 35 |
|
|
2015
Q1 | $577K | Sell |
3,807
-697
| -15% | -$106K | 0.19% | 33 |
|
|
2014
Q4 | $641K | Sell |
4,504
-182
| -4% | -$25.9K | 0.2% | 33 |
|
|
2014
Q3 | $608K | Sell |
4,686
-100
| -2% | -$13K | 0.21% | 33 |
|
|
2014
Q2 | $663K | Sell |
4,786
-84
| -2% | -$11.6K | 0.23% | 33 |
|
|
2014
Q1 | $663K | Sell |
4,870
-766
| -14% | -$104K | 0.25% | 32 |
|
|
2013
Q4 | $764K | Sell |
5,636
-683
| -11% | -$92.6K | 0.29% | 33 |
|
|
2013
Q3 | $795K | Sell |
6,319
-429
| -6% | -$54K | 0.37% | 41 |
|
|
2013
Q2 | $753K | Buy |
+6,748
| New | +$753K | 0.42% | 42 |
|