Aptus Capital Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Buy |
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|
2025
Q1 | $416K | Sell |
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|
2024
Q4 | $494K | Buy |
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|
2024
Q3 | $451K | Buy |
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|
2024
Q2 | $396K | Sell |
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|
2024
Q1 | $425K | Buy |
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|
2023
Q4 | $65.3K | Buy |
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|
2023
Q3 | $57.8K | Buy |
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|
2023
Q2 | $60.2K | Sell |
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|
2023
Q1 | $79.2K | Buy |
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|
2022
Q4 | $27.7K | Hold |
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|
2022
Q3 | $27K | Buy |
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|
2022
Q2 | $6K | Hold |
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|
2022
Q1 | $8K | Hold |
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|
2021
Q4 | $9K | Hold |
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|
2021
Q3 | $9K | Hold |
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|
2021
Q2 | $9K | Sell |
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|
2021
Q1 | $14K | Hold |
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|
2020
Q4 | $13K | Sell |
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|
2020
Q3 | $20K | Sell |
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|
2020
Q2 | $94K | Buy |
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|
2020
Q1 | $30K | Buy |
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|
2019
Q4 | $31K | Buy |
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|
2019
Q3 | $24K | Buy |
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