Bay Colony Advisors’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 | $301K | Buy |
1,054
+1
| +0.1% | +$286 | 0.04% | 344 |
|
|
2025
Q1 | $271K | Sell |
1,053
-7
| -0.7% | -$1.8K | 0.04% | 354 |
|
|
2024
Q4 | $305K | Buy |
1,060
+4
| +0.4% | +$1.15K | 0.05% | 326 |
|
|
2024
Q3 | $300K | Buy |
1,056
+2
| +0.2% | +$568 | 0.05% | 322 |
|
|
2024
Q2 | $277K | Buy |
1,054
+1
| +0.1% | +$263 | 0.05% | 309 |
|
|
2024
Q1 | $285K | Sell |
1,053
-20
| -2% | -$5.42K | 0.05% | 297 |
|
|
2023
Q4 | $271K | Buy |
+1,073
| New | +$271K | 0.05% | 291 |
|
|
2018
Q3 | – | Sell |
-23
| Closed | -$5K | – | 559 |
|
|
2018
Q2 | $5K | Buy |
+23
| New | +$5K | ﹤0.01% | 771 |
|