Avaii 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 | $438K | Sell |
1,533
-9
| -0.6% | -$2.57K | 0.19% | 64 |
|
|
2025
Q1 | $394K | Hold |
1,542
| – | – | 0.21% | 66 |
|
|
2024
Q4 | $444K | Sell |
1,542
-28
| -2% | -$8.06K | 0.22% | 64 |
|
|
2024
Q3 | $446K | Sell |
1,570
-10
| -0.6% | -$2.84K | 0.23% | 62 |
|
|
2024
Q2 | $415K | Sell |
1,580
-248
| -14% | -$65.1K | 0.23% | 78 |
|
|
2024
Q1 | $495K | Sell |
1,828
-20
| -1% | -$5.42K | 0.29% | 63 |
|
|
2023
Q4 | $466K | Sell |
1,848
-13
| -0.7% | -$3.28K | 0.3% | 76 |
|
|
2023
Q3 | $417K | Hold |
1,861
| – | – | 0.32% | 75 |
|
|
2023
Q2 | $452K | Sell |
1,861
-106
| -5% | -$25.7K | 0.35% | 68 |
|
|
2023
Q1 | $446K | Sell |
1,967
-28
| -1% | -$6.35K | 0.39% | 56 |
|
|
2022
Q4 | $428K | Buy |
1,995
+177
| +10% | +$38K | 0.38% | 59 |
|
|
2022
Q3 | $376K | Sell |
1,818
-5
| -0.3% | -$1.03K | 0.39% | 59 |
|
|
2022
Q2 | $376K | Sell |
1,823
-88
| -5% | -$18.2K | 0.4% | 50 |
|
|
2022
Q1 | $489K | Hold |
1,911
| – | – | 0.45% | 35 |
|
|
2021
Q4 | $560K | Buy |
+1,911
| New | +$560K | 0.56% | 34 |
|