Aprio Wealth 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 | $274K | Sell |
959
-103
| -10% | -$29.4K | 0.03% | 317 |
|
|
2025
Q1 | $271K | Hold |
1,062
| – | – | 0.03% | 286 |
|
|
2024
Q4 | $306K | Buy |
1,062
+1
| +0.1% | +$288 | 0.04% | 208 |
|
|
2024
Q3 | $301K | Hold |
1,061
| – | – | 0.05% | 196 |
|
|
2024
Q2 | $279K | Hold |
1,061
| – | – | 0.05% | 179 |
|
|
2024
Q1 | $287K | Hold |
1,061
| – | – | 0.06% | 162 |
|
|
2023
Q4 | $268K | Sell |
1,061
-56
| -5% | -$14.1K | 0.06% | 154 |
|
|
2023
Q3 | $250K | Buy |
1,117
+56
| +5% | +$12.6K | 0.07% | 135 |
|
|
2023
Q2 | $257K | Sell |
1,061
-1
| -0.1% | -$243 | 0.07% | 124 |
|
|
2023
Q1 | $241K | Buy |
1,062
+19
| +2% | +$4.31K | 0.07% | 119 |
|
|
2022
Q4 | $224K | Hold |
1,043
| – | – | 0.08% | 112 |
|
|
2022
Q3 | $215K | Hold |
1,043
| – | – | 0.09% | 97 |
|
|
2022
Q2 | $215K | Sell |
1,043
-221
| -17% | -$45.6K | 0.09% | 93 |
|
|
2022
Q1 | $323K | Hold |
1,264
| – | – | 0.12% | 64 |
|
|
2021
Q4 | $370K | Sell |
1,264
-14
| -1% | -$4.1K | 0.15% | 50 |
|
|
2021
Q3 | $375K | Hold |
1,278
| – | – | 0.17% | 49 |
|
|
2021
Q2 | $398K | Buy |
+1,278
| New | +$398K | 0.19% | 44 |
|
|
2020
Q4 | $2.52M | Buy |
8,803
+7,553
| +604% | +$2.17M | 1.67% | 12 |
|
|
2020
Q3 | $277K | Sell |
1,250
-149
| -11% | -$33K | 0.2% | 55 |
|
|
2020
Q2 | $289K | Sell |
1,399
-129
| -8% | -$26.6K | 0.28% | 46 |
|
|
2020
Q1 | $242K | Buy |
1,528
+109
| +8% | +$17.3K | 0.31% | 47 |
|
|
2019
Q4 | $304K | Buy |
+1,419
| New | +$304K | 0.22% | 50 |
|