Bartlett & Co 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 | $2.42M | Buy |
8,456
+16
| +0.2% | +$4.57K | 0.03% | 178 |
|
|
2025
Q1 | $2.16M | Sell |
8,440
-200
| -2% | -$51.1K | 0.03% | 185 |
|
|
2024
Q4 | $2.49M | Sell |
8,640
-40
| -0.5% | -$11.5K | 0.04% | 176 |
|
|
2024
Q3 | $2.47M | Hold |
8,680
| – | – | 0.04% | 177 |
|
|
2024
Q2 | $2.28M | Sell |
8,680
-103
| -1% | -$27K | 0.03% | 184 |
|
|
2024
Q1 | $2.38M | Sell |
8,783
-268
| -3% | -$72.6K | 0.04% | 182 |
|
|
2023
Q4 | $2.32M | Buy |
9,051
+125
| +1% | +$32K | 0.04% | 194 |
|
|
2023
Q3 | $2M | Sell |
8,926
-85
| -0.9% | -$19.1K | 0.04% | 193 |
|
|
2023
Q2 | $2.19M | Buy |
9,011
+994
| +12% | +$241K | 0.04% | 196 |
|
|
2023
Q1 | $1.82M | Hold |
8,017
| – | – | 0.04% | 184 |
|
|
2022
Q4 | $1.72M | Sell |
8,017
-542
| -6% | -$116K | 0.03% | 189 |
|
|
2022
Q3 | $1.77M | Sell |
8,559
-215
| -2% | -$44.4K | 0.04% | 180 |
|
|
2022
Q2 | $1.81M | Sell |
8,774
-1,378
| -14% | -$284K | 0.04% | 175 |
|
|
2022
Q1 | $2.6M | Sell |
10,152
-247
| -2% | -$63.2K | 0.05% | 165 |
|
|
2021
Q4 | $3.05M | Sell |
10,399
-422
| -4% | -$124K | 0.05% | 159 |
|
|
2021
Q3 | $3.18M | Sell |
10,821
-2,851
| -21% | -$837K | 0.06% | 148 |
|
|
2021
Q2 | $4.26M | Sell |
13,672
-432
| -3% | -$135K | 0.08% | 135 |
|
|
2021
Q1 | $4.24M | Sell |
14,104
-2,136
| -13% | -$642K | 0.09% | 133 |
|
|
2020
Q4 | $4.66M | Sell |
16,240
-2,451
| -13% | -$703K | 0.1% | 128 |
|
|
2020
Q3 | $4.14M | Buy |
18,691
+408
| +2% | +$90.4K | 0.1% | 129 |
|
|
2020
Q2 | $3.78M | Buy |
18,283
+1,456
| +9% | +$301K | 0.1% | 131 |
|
|
2020
Q1 | $2.66M | Buy |
16,827
+1,990
| +13% | +$315K | 0.08% | 141 |
|
|
2019
Q4 | $3.18M | Buy |
14,837
+213
| +1% | +$45.6K | 0.08% | 140 |
|
|
2019
Q3 | $2.82M | Buy |
14,624
+6,074
| +71% | +$1.17M | 0.07% | 146 |
|
|
2019
Q2 | $1.72M | Buy |
8,550
+525
| +7% | +$105K | 0.06% | 139 |
|
|
2019
Q1 | $1.58M | Buy |
8,025
+340
| +4% | +$66.9K | 0.06% | 143 |
|
|
2018
Q4 | $1.29M | Buy |
7,685
+112
| +1% | +$18.8K | 0.06% | 150 |
|
|
2018
Q3 | $1.63M | Buy |
7,573
+1,294
| +21% | +$279K | 0.06% | 139 |
|
|
2018
Q2 | $1.28M | Buy |
6,279
+84
| +1% | +$17.2K | 0.05% | 146 |
|
|
2018
Q1 | $1.18M | Buy |
+6,195
| New | +$1.18M | 0.05% | 150 |
|