Beacon Pointe Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Buy |
10,609
+665
| +7% | +$190K | 0.03% | 403 |
|
|
2025
Q1 | $2.54M | Sell |
9,944
-2,556
| -20% | -$653K | 0.03% | 416 |
|
|
2024
Q4 | $3.6M | Buy |
12,500
+1,626
| +15% | +$468K | 0.04% | 340 |
|
|
2024
Q3 | $3.09M | Sell |
10,874
-825
| -7% | -$234K | 0.04% | 388 |
|
|
2024
Q2 | $3.07M | Buy |
11,699
+2,004
| +21% | +$526K | 0.04% | 387 |
|
|
2024
Q1 | $2.63M | Buy |
9,695
+1,155
| +14% | +$313K | 0.03% | 434 |
|
|
2023
Q4 | $2.15M | Sell |
8,540
-4,750
| -36% | -$1.2M | 0.03% | 461 |
|
|
2023
Q3 | $2.98M | Sell |
13,290
-4,897
| -27% | -$1.1M | 0.04% | 370 |
|
|
2023
Q2 | $4.41M | Sell |
18,187
-1,741
| -9% | -$422K | 0.07% | 227 |
|
|
2023
Q1 | $4.52M | Buy |
19,928
+196
| +1% | +$44.5K | 0.08% | 226 |
|
|
2022
Q4 | $4.23M | Buy |
19,732
+2,471
| +14% | +$530K | 0.08% | 219 |
|
|
2022
Q3 | $3.56M | Sell |
17,261
-464
| -3% | -$95.8K | 0.08% | 212 |
|
|
2022
Q2 | $3.66M | Sell |
17,725
-686
| -4% | -$141K | 0.08% | 225 |
|
|
2022
Q1 | $4.71M | Buy |
18,411
+1,384
| +8% | +$354K | 0.06% | 260 |
|
|
2021
Q4 | $4.99M | Sell |
17,027
-1,099
| -6% | -$322K | 0.13% | 144 |
|
|
2021
Q3 | $5.32M | Sell |
18,126
-245
| -1% | -$71.9K | 0.13% | 163 |
|
|
2021
Q2 | $5.73M | Buy |
18,371
+158
| +0.9% | +$49.2K | 0.2% | 107 |
|
|
2021
Q1 | $5.48M | Buy |
18,213
+13,893
| +322% | +$4.18M | 0.34% | 71 |
|
|
2020
Q4 | $1.24M | Sell |
4,320
-96
| -2% | -$27.6K | 0.08% | 176 |
|
|
2020
Q3 | $979K | Sell |
4,416
-924
| -17% | -$205K | 0.09% | 167 |
|
|
2020
Q2 | $1.11M | Sell |
5,340
-2,085
| -28% | -$433K | 0.11% | 153 |
|
|
2020
Q1 | $1.17M | Buy |
7,425
+6,455
| +665% | +$1.02M | 0.19% | 111 |
|
|
2019
Q4 | $207K | Sell |
970
-280
| -22% | -$59.8K | 0.06% | 210 |
|
|
2019
Q3 | $239K | Sell |
1,250
-175
| -12% | -$33.5K | 0.1% | 154 |
|
|
2019
Q2 | $286K | Sell |
1,425
-131
| -8% | -$26.3K | 0.1% | 162 |
|
|
2019
Q1 | $304K | Buy |
1,556
+31
| +2% | +$6.06K | 0.11% | 149 |
|
|
2018
Q4 | $256K | Buy |
+1,525
| New | +$256K | 0.16% | 137 |
|