Arcadia Investment Advisors’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 | $120K | Hold |
419
| – | – | 0.06% | 50 |
|
|
2025
Q1 | $107K | Hold |
419
| – | – | 0.06% | 47 |
|
|
2024
Q4 | $121K | Hold |
419
| – | – | 0.07% | 45 |
|
|
2024
Q3 | $119K | Hold |
419
| – | – | 0.06% | 46 |
|
|
2024
Q2 | $110K | Sell |
419
-148
| -26% | -$38.9K | 0.06% | 45 |
|
|
2024
Q1 | $154K | Hold |
567
| – | – | 0.09% | 38 |
|
|
2023
Q4 | $143K | Hold |
567
| – | – | 0.09% | 40 |
|
|
2023
Q3 | $127K | Hold |
567
| – | – | 0.08% | 41 |
|
|
2023
Q2 | $138K | Hold |
567
| – | – | 0.09% | 41 |
|
|
2023
Q1 | $129K | Sell |
567
-87
| -13% | -$19.7K | 0.09% | 40 |
|
|
2022
Q4 | $140K | Sell |
654
-67
| -9% | -$14.4K | 0.1% | 40 |
|
|
2022
Q3 | $149K | Sell |
721
-48
| -6% | -$9.92K | 0.11% | 39 |
|
|
2022
Q2 | $159K | Sell |
769
-230
| -23% | -$47.5K | 0.12% | 39 |
|
|
2022
Q1 | $255K | Sell |
999
-80
| -7% | -$20.5K | 0.16% | 35 |
|
|
2021
Q4 | $316K | Hold |
1,079
| – | – | 0.16% | 35 |
|
|
2021
Q3 | $317K | Sell |
1,079
-133
| -11% | -$39K | 0.17% | 36 |
|
|
2021
Q2 | $378K | Sell |
1,212
-45
| -4% | -$14K | 0.2% | 33 |
|
|
2021
Q1 | $378K | Sell |
1,257
-177
| -12% | -$53.2K | 0.21% | 33 |
|
|
2020
Q4 | $411K | Hold |
1,434
| – | – | 0.23% | 30 |
|
|
2020
Q3 | $318K | Hold |
1,434
| – | – | 0.2% | 31 |
|
|
2020
Q2 | $297K | Sell |
1,434
-1,043
| -42% | -$216K | 0.2% | 32 |
|
|
2020
Q1 | $392K | Buy |
+2,477
| New | +$392K | 0.31% | 31 |
|