Avantax Advisory Services’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 | $5.01M | Sell |
17,538
-1,572
| -8% | -$449K | 0.03% | 448 |
|
|
2025
Q1 | $4.88M | Sell |
19,110
-4,479
| -19% | -$1.14M | 0.03% | 419 |
|
|
2024
Q4 | $6.79M | Buy |
23,589
+9,082
| +63% | +$2.61M | 0.04% | 314 |
|
|
2024
Q3 | $4.12M | Sell |
14,507
-3,886
| -21% | -$1.1M | 0.03% | 444 |
|
|
2024
Q2 | $4.83M | Buy |
18,393
+5,901
| +47% | +$1.55M | 0.03% | 383 |
|
|
2024
Q1 | $3.38M | Sell |
12,492
-7,164
| -36% | -$1.94M | 0.03% | 398 |
|
|
2023
Q4 | $4.96M | Buy |
19,656
+11,635
| +145% | +$2.93M | 0.05% | 285 |
|
|
2023
Q3 | $1.8M | Buy |
8,021
+1,044
| +15% | +$234K | 0.02% | 490 |
|
|
2023
Q2 | $1.69M | Sell |
6,977
-1,093
| -14% | -$265K | 0.02% | 509 |
|
|
2023
Q1 | $1.83M | Sell |
8,070
-13,946
| -63% | -$3.16M | 0.02% | 464 |
|
|
2022
Q4 | $4.72M | Buy |
22,016
+5,971
| +37% | +$1.28M | 0.06% | 235 |
|
|
2022
Q3 | $3.32M | Sell |
16,045
-4,783
| -23% | -$988K | 0.05% | 275 |
|
|
2022
Q2 | $4.3M | Buy |
20,828
+13,947
| +203% | +$2.88M | 0.06% | 225 |
|
|
2022
Q1 | $1.77M | Sell |
6,881
-839
| -11% | -$215K | 0.02% | 406 |
|
|
2021
Q4 | $2.26M | Buy |
7,720
+1,542
| +25% | +$452K | 0.03% | 344 |
|
|
2021
Q3 | $1.82M | Buy |
6,178
+1,410
| +30% | +$415K | 0.03% | 356 |
|
|
2021
Q2 | $1.49M | Buy |
4,768
+689
| +17% | +$215K | 0.03% | 393 |
|
|
2021
Q1 | $1.23M | Sell |
4,079
-775
| -16% | -$233K | 0.03% | 386 |
|
|
2020
Q4 | $1.39M | Sell |
4,854
-22,793
| -82% | -$6.55M | 0.03% | 333 |
|
|
2020
Q3 | $6.13M | Buy |
27,647
+20,661
| +296% | +$4.58M | 0.1% | 177 |
|
|
2020
Q2 | $1.45M | Sell |
6,986
-16,820
| -71% | -$3.48M | 0.04% | 278 |
|
|
2020
Q1 | $3.77M | Buy |
23,806
+19,126
| +409% | +$3.03M | 0.11% | 130 |
|
|
2019
Q4 | $1M | Buy |
4,680
+2,847
| +155% | +$609K | 0.02% | 336 |
|
|
2019
Q3 | $354K | Buy |
1,833
+394
| +27% | +$76.1K | 0.01% | 391 |
|
|
2019
Q2 | $289K | Buy |
1,439
+278
| +24% | +$55.8K | 0.01% | 404 |
|
|
2019
Q1 | $228K | Sell |
1,161
-64
| -5% | -$12.6K | 0.01% | 425 |
|
|
2018
Q4 | $207K | Buy |
+1,225
| New | +$207K | 0.03% | 376 |
|