Atlas Capital 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 | $43.5K | Sell |
152
-126
| -45% | -$36K | 0.01% | 640 |
|
|
2025
Q1 | $71K | Hold |
278
| – | – | 0.01% | 587 |
|
|
2024
Q4 | $80K | Hold |
278
| – | – | 0.01% | 549 |
|
|
2024
Q3 | $79K | Hold |
278
| – | – | 0.01% | 520 |
|
|
2024
Q2 | $73K | Sell |
278
-239
| -46% | -$62.7K | 0.01% | 540 |
|
|
2024
Q1 | $140K | Sell |
517
-82
| -14% | -$22.2K | 0.02% | 431 |
|
|
2023
Q4 | $151K | Hold |
599
| – | – | 0.02% | 424 |
|
|
2023
Q3 | $134K | Buy |
599
+245
| +69% | +$54.9K | 0.02% | 408 |
|
|
2023
Q2 | $85.9K | Buy |
354
+141
| +66% | +$34.2K | 0.01% | 495 |
|
|
2023
Q1 | $48.3K | Sell |
213
-145
| -41% | -$32.9K | 0.01% | 571 |
|
|
2022
Q4 | $76.8K | Buy |
358
+79
| +28% | +$16.9K | 0.01% | 480 |
|
|
2022
Q3 | $57.6K | Sell |
279
-36
| -11% | -$7.44K | 0.01% | 514 |
|
|
2022
Q2 | $65K | Sell |
315
-4
| -1% | -$825 | 0.01% | 521 |
|
|
2022
Q1 | $81.6K | Buy |
319
+10
| +3% | +$2.56K | 0.01% | 495 |
|
|
2021
Q4 | $90.6K | Sell |
309
-28
| -8% | -$8.21K | 0.01% | 467 |
|
|
2021
Q3 | $98.9K | Sell |
337
-147
| -30% | -$43.2K | 0.02% | 440 |
|
|
2021
Q2 | $151K | Hold |
484
| – | – | 0.03% | 398 |
|
|
2021
Q1 | $146K | Buy |
484
+165
| +52% | +$49.6K | 0.03% | 365 |
|
|
2020
Q4 | $91.5K | Buy |
+319
| New | +$91.5K | 0.02% | 406 |
|
|
2020
Q3 | – | Sell |
-276
| Closed | -$57.1K | – | 444 |
|
|
2020
Q2 | $57.1K | Hold |
276
| – | – | 0.01% | 464 |
|
|
2020
Q1 | $43.7K | Buy |
276
+98
| +55% | +$15.5K | 0.01% | 452 |
|
|
2019
Q4 | $38.1K | Hold |
178
| – | – | 0.01% | 492 |
|
|
2019
Q3 | $34.3K | Hold |
178
| – | – | 0.01% | 489 |
|
|
2019
Q2 | $35.8K | Sell |
178
-46
| -21% | -$9.24K | 0.01% | 502 |
|
|
2019
Q1 | $44.1K | Buy |
224
+46
| +26% | +$9.05K | 0.02% | 431 |
|
|
2018
Q4 | $29.9K | Buy |
178
+143
| +409% | +$24K | 0.01% | 447 |
|
|
2018
Q3 | $7.36K | Hold |
35
| – | – | ﹤0.01% | 509 |
|
|
2018
Q2 | $7.41K | Sell |
35
-103
| -75% | -$21.8K | ﹤0.01% | 477 |
|
|
2018
Q1 | $26.3K | Buy |
+138
| New | +$26.3K | 0.01% | 436 |
|