Arkadios 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 | $649K | Buy |
2,269
+20
| +0.9% | +$5.72K | 0.02% | 738 |
|
|
2025
Q1 | $575K | Buy |
2,249
+209
| +10% | +$53.4K | 0.02% | 655 |
|
|
2024
Q4 | $587K | Sell |
2,040
-181
| -8% | -$52.1K | 0.03% | 484 |
|
|
2024
Q3 | $631K | Buy |
2,221
+36
| +2% | +$10.2K | 0.04% | 459 |
|
|
2024
Q2 | $574K | Buy |
2,185
+725
| +50% | +$190K | 0.04% | 428 |
|
|
2024
Q1 | $395K | Sell |
1,460
-309
| -17% | -$83.7K | 0.03% | 455 |
|
|
2023
Q4 | $446K | Buy |
1,769
+49
| +3% | +$12.4K | 0.04% | 397 |
|
|
2023
Q3 | $385K | Hold |
1,720
| – | – | 0.04% | 409 |
|
|
2023
Q2 | $417K | Buy |
1,720
+275
| +19% | +$66.7K | 0.05% | 354 |
|
|
2023
Q1 | $328K | Sell |
1,445
-33
| -2% | -$7.48K | 0.04% | 408 |
|
|
2022
Q4 | $317K | Sell |
1,478
-8
| -0.5% | -$1.72K | 0.04% | 385 |
|
|
2022
Q3 | $307K | Buy |
1,486
+423
| +40% | +$87.4K | 0.05% | 371 |
|
|
2022
Q2 | $219K | Buy |
1,063
+40
| +4% | +$8.24K | 0.03% | 480 |
|
|
2022
Q1 | $262K | Sell |
1,023
-60
| -6% | -$15.4K | 0.03% | 457 |
|
|
2021
Q4 | $317K | Sell |
1,083
-79
| -7% | -$23.1K | 0.04% | 428 |
|
|
2021
Q3 | $341K | Sell |
1,162
-906
| -44% | -$266K | 0.05% | 374 |
|
|
2021
Q2 | $644K | Buy |
2,068
+56
| +3% | +$17.4K | 0.08% | 278 |
|
|
2021
Q1 | $605K | Buy |
2,012
+1
| +0% | +$301 | 0.1% | 220 |
|
|
2020
Q4 | $576K | Buy |
2,011
+1,044
| +108% | +$299K | 0.12% | 181 |
|
|
2020
Q3 | $231K | Hold |
967
| – | – | 0.12% | 161 |
|
|
2020
Q2 | $201K | Buy |
967
+47
| +5% | +$9.77K | 0.11% | 155 |
|
|
2020
Q1 | $146K | Hold |
920
| – | – | 0.09% | 182 |
|
|
2019
Q4 | $206K | Buy |
+920
| New | +$206K | 0.12% | 148 |
|