Arete Wealth 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 | $373K | Sell |
1,305
-35
| -3% | -$10K | 0.03% | 499 |
|
|
2025
Q1 | $342K | Sell |
1,340
-414
| -24% | -$106K | 0.03% | 491 |
|
|
2024
Q4 | $505K | Buy |
1,754
+275
| +19% | +$79.2K | 0.04% | 408 |
|
|
2024
Q3 | $419K | Buy |
1,479
+113
| +8% | +$32K | 0.04% | 416 |
|
|
2024
Q2 | $359K | Buy |
+1,366
| New | +$359K | 0.03% | 488 |
|
|
2024
Q1 | – | Sell |
-1,254
| Closed | -$316K | – | 548 |
|
|
2023
Q4 | $316K | Buy |
+1,254
| New | +$316K | 0.02% | 540 |
|
|
2015
Q3 | – | Sell |
-2,275
| Closed | -$352K | – | 142 |
|
|
2015
Q2 | $352K | Sell |
2,275
-444
| -16% | -$68.7K | 0.24% | 88 |
|
|
2015
Q1 | $412K | Buy |
+2,719
| New | +$412K | 0.27% | 88 |
|