Atria Investments’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 | $612K | Sell |
2,141
-1,168
| -35% | -$334K | 0.01% | 1312 |
|
|
2025
Q1 | $845K | Sell |
3,309
-10,423
| -76% | -$2.66M | 0.01% | 1078 |
|
|
2024
Q4 | $3.95M | Buy |
13,732
+10,908
| +386% | +$3.14M | 0.05% | 429 |
|
|
2024
Q3 | $802K | Sell |
2,824
-4,327
| -61% | -$1.23M | 0.01% | 1091 |
|
|
2024
Q2 | $1.88M | Buy |
7,151
+664
| +10% | +$174K | 0.02% | 670 |
|
|
2024
Q1 | $1.76M | Buy |
6,487
+1,861
| +40% | +$504K | 0.02% | 708 |
|
|
2023
Q4 | $1.17M | Sell |
4,626
-1,048
| -18% | -$264K | 0.02% | 831 |
|
|
2023
Q3 | $1.27M | Buy |
5,674
+417
| +8% | +$93.5K | 0.02% | 745 |
|
|
2023
Q2 | $1.28M | Buy |
+5,257
| New | +$1.28M | 0.02% | 738 |
|
|
2023
Q1 | – | Sell |
-18,597
| Closed | -$3.99M | – | 847 |
|
|
2022
Q4 | $3.99M | Sell |
18,597
-3,444
| -16% | -$739K | 0.08% | 304 |
|
|
2022
Q3 | $4.55M | Sell |
22,041
-6,502
| -23% | -$1.34M | 0.1% | 246 |
|
|
2022
Q2 | $5.89M | Buy |
28,543
+11,087
| +64% | +$2.29M | 0.12% | 203 |
|
|
2022
Q1 | $4.46M | Buy |
17,456
+8,160
| +88% | +$2.09M | 0.08% | 309 |
|
|
2021
Q4 | $2.72M | Buy |
9,296
+3,053
| +49% | +$895K | 0.05% | 444 |
|
|
2021
Q3 | $1.83M | Buy |
6,243
+1,699
| +37% | +$499K | 0.03% | 560 |
|
|
2021
Q2 | $1.42M | Buy |
+4,544
| New | +$1.42M | 0.03% | 641 |
|
|
2020
Q4 | – | Sell |
-9,002
| Closed | -$1.99M | – | 680 |
|
|
2020
Q3 | $1.99M | Buy |
+9,002
| New | +$1.99M | 0.06% | 343 |
|
|
2020
Q1 | – | Sell |
-1,685
| Closed | -$361K | – | 878 |
|
|
2019
Q4 | $361K | Sell |
1,685
-918
| -35% | -$197K | 0.01% | 909 |
|
|
2019
Q3 | $502K | Buy |
+2,603
| New | +$502K | 0.02% | 575 |
|
|
2019
Q2 | – | Sell |
-1,996
| Closed | -$393K | – | 1030 |
|
|
2019
Q1 | $393K | Sell |
1,996
-8,353
| -81% | -$1.64M | 0.02% | 605 |
|
|
2018
Q4 | $1.74M | Buy |
10,349
+2,547
| +33% | +$428K | 0.08% | 197 |
|
|
2018
Q3 | $1.68M | Buy |
7,802
+93
| +1% | +$20K | 0.07% | 272 |
|
|
2018
Q2 | $1.58M | Sell |
7,709
-424
| -5% | -$86.6K | 0.07% | 275 |
|
|
2018
Q1 | $1.55M | Sell |
8,133
-1,219
| -13% | -$232K | 0.07% | 251 |
|
|
2017
Q4 | $1.75M | Buy |
9,352
+6,612
| +241% | +$1.23M | 0.09% | 233 |
|
|
2017
Q3 | $490K | Buy |
2,740
+680
| +33% | +$122K | 0.03% | 461 |
|
|
2017
Q2 | $348K | Buy |
2,060
+354
| +21% | +$59.8K | 0.02% | 518 |
|
|
2017
Q1 | $276K | Sell |
1,706
-2,208
| -56% | -$357K | 0.02% | 546 |
|
|
2016
Q4 | $603K | Buy |
3,914
+2,196
| +128% | +$338K | 0.05% | 306 |
|
|
2016
Q3 | $256K | Sell |
1,718
-1,611
| -48% | -$240K | 0.02% | 444 |
|
|
2016
Q2 | $463K | Buy |
+3,329
| New | +$463K | 0.05% | 278 |
|