BFC
Bedel Financial Consulting’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 | $744K | Hold |
2,602
| – | – | 0.1% | 112 |
|
|
2025
Q1 | $667K | Buy |
2,602
+7
| +0.3% | +$1.79K | 0.1% | 115 |
|
|
2024
Q4 | $782K | Buy |
2,595
+56
| +2% | +$16.9K | 0.11% | 105 |
|
|
2024
Q3 | $721K | Sell |
2,539
-12
| -0.5% | -$3.41K | 0.1% | 107 |
|
|
2024
Q2 | $670K | Buy |
2,551
+2
| +0.1% | +$525 | 0.1% | 108 |
|
|
2024
Q1 | $690K | Sell |
2,549
-68
| -3% | -$18.4K | 0.11% | 102 |
|
|
2023
Q4 | $660K | Buy |
2,617
+201
| +8% | +$50.7K | 0.12% | 102 |
|
|
2023
Q3 | $542K | Buy |
2,416
+12
| +0.5% | +$2.69K | 0.11% | 114 |
|
|
2023
Q2 | $583K | Buy |
2,404
+80
| +3% | +$19.4K | 0.12% | 105 |
|
|
2023
Q1 | $527K | Buy |
2,324
+513
| +28% | +$116K | 0.13% | 109 |
|
|
2022
Q4 | $388K | Sell |
1,811
-134
| -7% | -$28.7K | 0.1% | 139 |
|
|
2022
Q3 | $427K | Buy |
1,945
+411
| +27% | +$90.2K | 0.11% | 125 |
|
|
2022
Q2 | $316K | Buy |
1,534
+445
| +41% | +$91.7K | 0.09% | 143 |
|
|
2022
Q1 | $279K | Hold |
1,089
| – | – | 0.09% | 155 |
|
|
2021
Q4 | $319K | Hold |
1,089
| – | – | 0.1% | 142 |
|
|
2021
Q3 | $320K | Hold |
1,089
| – | – | 0.11% | 135 |
|
|
2021
Q2 | $339K | Hold |
1,089
| – | – | 0.12% | 127 |
|
|
2021
Q1 | $328K | Hold |
1,089
| – | – | 0.13% | 123 |
|
|
2020
Q4 | $312K | Hold |
1,089
| – | – | 0.14% | 106 |
|
|
2020
Q3 | $241K | Hold |
1,089
| – | – | 0.12% | 124 |
|
|
2020
Q2 | $225K | Sell |
1,089
-291
| -21% | -$60.1K | 0.12% | 115 |
|
|
2020
Q1 | $218K | Sell |
1,380
-320
| -19% | -$50.6K | 0.14% | 110 |
|
|
2019
Q4 | $364K | Sell |
1,700
-36
| -2% | -$7.71K | 0.21% | 85 |
|
|
2019
Q3 | $335K | Hold |
1,736
| – | – | 0.2% | 95 |
|
|
2019
Q2 | $349K | Buy |
1,736
+39
| +2% | +$7.84K | 0.21% | 94 |
|
|
2019
Q1 | $334K | Hold |
1,697
| – | – | 0.21% | 88 |
|
|
2018
Q4 | $285K | Buy |
1,697
+611
| +56% | +$103K | 0.21% | 89 |
|
|
2018
Q3 | $216K | Buy |
1,086
+36
| +3% | +$7.16K | 0.14% | 126 |
|
|
2018
Q2 | $215K | Hold |
1,050
| – | – | 0.16% | 125 |
|
|
2018
Q1 | $200K | Buy |
+1,050
| New | +$200K | 0.15% | 130 |
|