Bessemer Group’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 | $229K | Buy |
800
+369
| +86% | +$106K | ﹤0.01% | 1066 |
|
2025
Q1 | $110K | Sell |
431
-440
| -51% | -$112K | ﹤0.01% | 1192 |
|
2024
Q4 | $251K | Buy |
871
+242
| +38% | +$69.7K | ﹤0.01% | 1031 |
|
2024
Q3 | $179K | Buy |
629
+533
| +555% | +$152K | ﹤0.01% | 1138 |
|
2024
Q2 | $25K | Sell |
96
-266
| -73% | -$69.3K | ﹤0.01% | 1361 |
|
2024
Q1 | $98K | Sell |
362
-1,412
| -80% | -$382K | ﹤0.01% | 1181 |
|
2023
Q4 | $447K | Hold |
1,774
| – | – | ﹤0.01% | 855 |
|
2023
Q3 | $398K | Sell |
1,774
-3,209
| -64% | -$720K | ﹤0.01% | 870 |
|
2023
Q2 | $1.21M | Sell |
4,983
-981
| -16% | -$238K | ﹤0.01% | 593 |
|
2023
Q1 | $1.35M | Sell |
5,964
-1,709
| -22% | -$388K | ﹤0.01% | 530 |
|
2022
Q4 | $1.65M | Buy |
7,673
+5,601
| +270% | +$1.2M | ﹤0.01% | 482 |
|
2022
Q3 | $428K | Sell |
2,072
-6,908
| -77% | -$1.43M | ﹤0.01% | 769 |
|
2022
Q2 | $1.85M | Buy |
8,980
+7,450
| +487% | +$1.54M | ﹤0.01% | 448 |
|
2022
Q1 | $391K | Buy |
1,530
+30
| +2% | +$7.67K | ﹤0.01% | 688 |
|
2021
Q4 | $440K | Sell |
1,500
-7,220
| -83% | -$2.12M | ﹤0.01% | 666 |
|
2021
Q3 | $2.56M | Hold |
8,720
| – | – | 0.01% | 294 |
|
2021
Q2 | $2.72M | Hold |
8,720
| – | – | 0.01% | 291 |
|
2021
Q1 | $2.62M | Buy |
8,720
+162
| +2% | +$48.7K | 0.01% | 293 |
|
2020
Q4 | $2.45M | Buy |
8,558
+7,220
| +540% | +$2.07M | 0.01% | 285 |
|
2020
Q3 | $296K | Sell |
1,338
-77
| -5% | -$17K | ﹤0.01% | 640 |
|
2020
Q2 | $293K | Buy |
1,415
+77
| +6% | +$15.9K | ﹤0.01% | 1081 |
|
2020
Q1 | $212K | Hold |
1,338
| – | – | ﹤0.01% | 979 |
|
2019
Q4 | $287K | Sell |
1,338
-64
| -5% | -$13.7K | ﹤0.01% | 1017 |
|
2019
Q3 | $270K | Buy |
+1,402
| New | +$270K | ﹤0.01% | 1007 |
|
2017
Q2 | – | Sell |
-300
| Closed | -$49K | – | 1873 |
|
2017
Q1 | $49K | Sell |
300
-648
| -68% | -$106K | ﹤0.01% | 1304 |
|
2016
Q4 | $146K | Buy |
948
+648
| +216% | +$99.8K | ﹤0.01% | 1151 |
|
2016
Q3 | $45K | Sell |
300
-23
| -7% | -$3.45K | ﹤0.01% | 1221 |
|
2016
Q2 | $44K | Buy |
323
+23
| +8% | +$3.13K | ﹤0.01% | 881 |
|
2016
Q1 | $40K | Sell |
300
-1,050
| -78% | -$140K | ﹤0.01% | 936 |
|
2015
Q4 | $188K | Sell |
1,350
-1,056
| -44% | -$147K | ﹤0.01% | 745 |
|
2015
Q3 | $323K | Buy |
2,406
+1,831
| +318% | +$246K | ﹤0.01% | 707 |
|
2015
Q2 | $89K | Buy |
575
+275
| +92% | +$42.6K | ﹤0.01% | 865 |
|
2015
Q1 | $45K | Hold |
300
| – | – | ﹤0.01% | 985 |
|
2014
Q4 | $43K | Buy |
+300
| New | +$43K | ﹤0.01% | 966 |
|
2014
Q3 | – | Sell |
-2,600
| Closed | -$360K | – | 1315 |
|
2014
Q2 | $360K | Hold |
2,600
| – | – | ﹤0.01% | 616 |
|
2014
Q1 | $354K | Hold |
2,600
| – | – | ﹤0.01% | 588 |
|
2013
Q4 | $352K | Hold |
2,600
| – | – | ﹤0.01% | 590 |
|
2013
Q3 | $327K | Hold |
2,600
| – | – | ﹤0.01% | 606 |
|
2013
Q2 | $290K | Buy |
+2,600
| New | +$290K | ﹤0.01% | 528 |
|