Atticus Wealth Management’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 | $147K | Buy |
514
+1
| +0.2% | +$286 | 0.04% | 203 |
|
|
2025
Q1 | $131K | Hold |
513
| – | – | 0.04% | 140 |
|
|
2024
Q4 | $148K | Buy |
513
+2
| +0.4% | +$575 | 0.05% | 139 |
|
|
2024
Q3 | $145K | Buy |
511
+1
| +0.2% | +$284 | 0.05% | 141 |
|
|
2024
Q2 | $134K | Buy |
510
+1
| +0.2% | +$262 | 0.04% | 143 |
|
|
2024
Q1 | $138K | Buy |
509
+1
| +0.2% | +$271 | 0.05% | 141 |
|
|
2023
Q4 | $128K | Buy |
508
+2
| +0.4% | +$505 | 0.05% | 147 |
|
|
2023
Q3 | $113K | Hold |
506
| – | – | 0.04% | 162 |
|
|
2023
Q2 | $123K | Buy |
506
+1
| +0.2% | +$243 | 0.05% | 163 |
|
|
2023
Q1 | $115K | Buy |
505
+1
| +0.2% | +$227 | 0.04% | 160 |
|
|
2022
Q4 | $108K | Buy |
+504
| New | +$108K | 0.04% | 173 |
|
|
2022
Q3 | – | Sell |
-502
| Closed | -$104K | – | 594 |
|
|
2022
Q2 | $104K | Buy |
502
+1
| +0.2% | +$207 | 0.04% | 178 |
|
|
2022
Q1 | $128K | Hold |
501
| – | – | 0.05% | 177 |
|
|
2021
Q4 | $147K | Buy |
501
+1
| +0.2% | +$293 | 0.06% | 140 |
|
|
2021
Q3 | $147K | Hold |
500
| – | – | 0.06% | 125 |
|
|
2021
Q2 | $156K | Buy |
+500
| New | +$156K | 0.07% | 134 |
|