Badgley Phelps Wealth Managers’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 | $61.3M | Buy |
214,442
+5,671
| +3% | +$1.62M | 1.36% | 17 |
|
|
2025
Q1 | $53.3M | Buy |
208,771
+6,588
| +3% | +$1.68M | 1.29% | 20 |
|
|
2024
Q4 | $58.2M | Sell |
202,183
-649
| -0.3% | -$187K | 1.36% | 19 |
|
|
2024
Q3 | $57.6M | Buy |
202,832
+1,813
| +0.9% | +$515K | 1.34% | 18 |
|
|
2024
Q2 | $52.8M | Sell |
201,019
-61
| -0% | -$16K | 1.31% | 20 |
|
|
2024
Q1 | $54.5M | Buy |
201,080
+5,483
| +3% | +$1.48M | 1.36% | 18 |
|
|
2023
Q4 | $49.3M | Buy |
195,597
+14,038
| +8% | +$3.54M | 1.34% | 18 |
|
|
2023
Q3 | $40.7M | Buy |
181,559
+2,929
| +2% | +$657K | 1.39% | 17 |
|
|
2023
Q2 | $43.3M | Buy |
178,630
+3,414
| +2% | +$828K | 1.43% | 15 |
|
|
2023
Q1 | $39.7M | Buy |
175,216
+3,738
| +2% | +$848K | 1.46% | 13 |
|
|
2022
Q4 | $36.8M | Sell |
171,478
-8,025
| -4% | -$1.72M | 1.47% | 13 |
|
|
2022
Q3 | $37.1M | Sell |
179,503
-7,364
| -4% | -$1.52M | 1.59% | 13 |
|
|
2022
Q2 | $38.6M | Sell |
186,867
-5,436
| -3% | -$1.12M | 1.58% | 12 |
|
|
2022
Q1 | $49.2M | Buy |
192,303
+4,911
| +3% | +$1.26M | 1.71% | 11 |
|
|
2021
Q4 | $54.9M | Buy |
187,392
+9,362
| +5% | +$2.74M | 1.78% | 10 |
|
|
2021
Q3 | $52.3M | Buy |
+178,030
| New | +$52.3M | 1.9% | 9 |
|