Avidian Wealth Enterprises’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 | $7.63M | Sell |
26,683
-546
| -2% | -$156K | 0.31% | 51 |
|
|
2025
Q1 | $6.96M | Sell |
27,229
-413
| -1% | -$106K | 0.31% | 56 |
|
|
2024
Q4 | $7.96M | Sell |
27,642
-815
| -3% | -$235K | 0.36% | 46 |
|
|
2024
Q3 | $8.08M | Sell |
28,457
-1,996
| -7% | -$567K | 0.37% | 46 |
|
|
2024
Q2 | $7.99M | Sell |
30,453
-2,713
| -8% | -$712K | 0.33% | 43 |
|
|
2024
Q1 | $8.98M | Sell |
33,166
-2,295
| -6% | -$621K | 0.44% | 38 |
|
|
2023
Q4 | $8.94M | Sell |
35,461
-12,825
| -27% | -$3.23M | 0.55% | 37 |
|
|
2023
Q3 | $10.8M | Sell |
48,286
-3,989
| -8% | -$894K | 0.76% | 31 |
|
|
2023
Q2 | $12.7M | Buy |
52,275
+10,243
| +24% | +$2.49M | 0.83% | 26 |
|
|
2023
Q1 | $9.53M | Buy |
+42,032
| New | +$9.53M | 0.52% | 42 |
|