Appleton Partners’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 | $1.26M | Sell |
4,416
-5
| -0.1% | -$1.43K | 0.09% | 127 |
|
|
2025
Q1 | $1.13M | Hold |
4,421
| – | – | 0.09% | 125 |
|
|
2024
Q4 | $1.27M | Hold |
4,421
| – | – | 0.09% | 119 |
|
|
2024
Q3 | $1.26M | Hold |
4,421
| – | – | 0.09% | 120 |
|
|
2024
Q2 | $1.16M | Sell |
4,421
-54
| -1% | -$14.2K | 0.09% | 125 |
|
|
2024
Q1 | $1.21M | Sell |
4,475
-400
| -8% | -$108K | 0.09% | 127 |
|
|
2023
Q4 | $1.23M | Hold |
4,875
| – | – | 0.1% | 127 |
|
|
2023
Q3 | $1.09M | Buy |
4,875
+1,606
| +49% | +$360K | 0.1% | 127 |
|
|
2023
Q2 | $793K | Sell |
3,269
-8
| -0.2% | -$1.94K | 0.07% | 159 |
|
|
2023
Q1 | $743K | Hold |
3,277
| – | – | 0.07% | 176 |
|
|
2022
Q4 | $703K | Hold |
3,277
| – | – | 0.07% | 173 |
|
|
2022
Q3 | $677K | Buy |
3,277
+129
| +4% | +$26.7K | 0.07% | 177 |
|
|
2022
Q2 | $649K | Sell |
3,148
-100
| -3% | -$20.6K | 0.06% | 178 |
|
|
2022
Q1 | $831K | Sell |
3,248
-100
| -3% | -$25.6K | 0.07% | 174 |
|
|
2021
Q4 | $981K | Buy |
3,348
+4
| +0.1% | +$1.17K | 0.07% | 165 |
|
|
2021
Q3 | $982K | Hold |
3,344
| – | – | 0.08% | 160 |
|
|
2021
Q2 | $1.04M | Sell |
3,344
-40
| -1% | -$12.5K | 0.09% | 151 |
|
|
2021
Q1 | $1.02M | Sell |
3,384
-60
| -2% | -$18.1K | 0.09% | 148 |
|
|
2020
Q4 | $987K | Sell |
3,444
-25
| -0.7% | -$7.17K | 0.1% | 143 |
|
|
2020
Q3 | $768K | Hold |
3,469
| – | – | 0.08% | 151 |
|
|
2020
Q2 | $718K | Sell |
3,469
-185
| -5% | -$38.3K | 0.09% | 151 |
|
|
2020
Q1 | $578K | Sell |
3,654
-100
| -3% | -$15.8K | 0.08% | 156 |
|
|
2019
Q4 | $804K | Hold |
3,754
| – | – | 0.09% | 158 |
|
|
2019
Q3 | $724K | Sell |
3,754
-15
| -0.4% | -$2.89K | 0.09% | 158 |
|
|
2019
Q2 | $757K | Hold |
3,769
| – | – | 0.09% | 157 |
|
|
2019
Q1 | $741K | Buy |
3,769
+825
| +28% | +$162K | 0.1% | 151 |
|
|
2018
Q4 | $495K | Hold |
2,944
| – | – | 0.07% | 175 |
|
|
2018
Q3 | $633K | Hold |
2,944
| – | – | 0.08% | 168 |
|
|
2018
Q2 | $602K | Hold |
2,944
| – | – | 0.09% | 170 |
|
|
2018
Q1 | $561K | Sell |
2,944
-410
| -12% | -$78.1K | 0.09% | 176 |
|
|
2017
Q4 | $626K | Hold |
3,354
| – | – | 0.1% | 163 |
|
|
2017
Q3 | $600K | Hold |
3,354
| – | – | 0.1% | 155 |
|
|
2017
Q2 | $566K | Sell |
3,354
-10
| -0.3% | -$1.69K | 0.1% | 163 |
|
|
2017
Q1 | $544K | Buy |
+3,364
| New | +$544K | 0.1% | 158 |
|