AWM
Avior Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
1,059
+4
| +0.4% | +$1.14K | 0.01% | 569 |
|
|
2025
Q1 | $270K | Buy |
1,055
+14
| +1% | +$3.58K | 0.01% | 577 |
|
|
2024
Q4 | $300K | Buy |
1,041
+163
| +19% | +$47K | 0.01% | 595 |
|
|
2024
Q3 | $249K | Buy |
878
+62
| +8% | +$17.6K | 0.01% | 640 |
|
|
2024
Q2 | $214K | Buy |
816
+796
| +3,980% | +$209K | 0.01% | 652 |
|
|
2024
Q1 | $5.42K | Sell |
20
-67
| -77% | -$18.1K | ﹤0.01% | 2057 |
|
|
2023
Q4 | $21.9K | Buy |
87
+67
| +335% | +$16.9K | ﹤0.01% | 870 |
|
|
2023
Q3 | $4.48K | Buy |
20
+10
| +100% | +$2.24K | ﹤0.01% | 1218 |
|
|
2023
Q2 | $2.43K | Sell |
10
-16
| -62% | -$3.88K | ﹤0.01% | 1338 |
|
|
2023
Q1 | $5.9K | Buy |
26
+16
| +160% | +$3.63K | ﹤0.01% | 1153 |
|
|
2022
Q4 | $2.15K | Hold |
10
| – | – | ﹤0.01% | 1044 |
|
|
2022
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 1031 |
|
|
2022
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 947 |
|
|
2022
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 982 |
|
|
2021
Q4 | $2K | Sell |
10
-16
| -62% | -$3.2K | ﹤0.01% | 975 |
|
|
2021
Q3 | $7K | Sell |
26
-95
| -79% | -$25.6K | ﹤0.01% | 811 |
|
|
2021
Q2 | $37K | Sell |
121
-797
| -87% | -$244K | ﹤0.01% | 563 |
|
|
2021
Q1 | $276K | Buy |
918
+241
| +36% | +$72.5K | 0.03% | 372 |
|
|
2020
Q4 | $194K | Hold |
677
| – | – | 0.02% | 377 |
|
|
2020
Q3 | $149K | Hold |
677
| – | – | 0.02% | 402 |
|
|
2020
Q2 | $140K | Hold |
677
| – | – | 0.02% | 407 |
|
|
2020
Q1 | $107K | Buy |
677
+667
| +6,670% | +$105K | 0.02% | 410 |
|
|
2019
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 719 |
|
|
2019
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 725 |
|
|
2019
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 728 |
|
|
2019
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 620 |
|
|
2018
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 678 |
|
|
2018
Q3 | $2K | Sell |
10
-23
| -70% | -$4.6K | ﹤0.01% | 680 |
|
|
2018
Q2 | $7K | Hold |
33
| – | – | ﹤0.01% | 617 |
|
|
2018
Q1 | $6K | Buy |
33
+23
| +230% | +$4.18K | ﹤0.01% | 622 |
|
|
2017
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 692 |
|
|
2017
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 457 |
|
|
2017
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 414 |
|
|
2017
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 455 |
|
|
2016
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 451 |
|
|
2016
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 442 |
|
|
2016
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 443 |
|
|
2016
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 465 |
|
|
2015
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 436 |
|
|
2015
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 385 |
|
|
2015
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 353 |
|
|
2015
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 323 |
|
|
2014
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 316 |
|
|
2014
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 319 |
|