BHK Investment 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 | $331K | Buy |
1,159
+135
| +13% | +$38.6K | 0.13% | 53 |
|
|
2025
Q1 | $262K | Hold |
1,024
| – | – | 0.11% | 57 |
|
|
2024
Q4 | $295K | Sell |
1,024
-50
| -5% | -$14.4K | 0.11% | 56 |
|
|
2024
Q3 | $305K | Buy |
1,074
+1
| +0.1% | +$284 | 0.11% | 55 |
|
|
2024
Q2 | $282K | Hold |
1,073
| – | – | 0.11% | 55 |
|
|
2024
Q1 | $291K | Buy |
1,073
+116
| +12% | +$31.4K | 0.11% | 55 |
|
|
2023
Q4 | $241K | Sell |
957
-165
| -15% | -$41.6K | 0.14% | 52 |
|
|
2023
Q3 | $252K | Sell |
1,122
-250
| -18% | -$56K | 0.12% | 51 |
|
|
2023
Q2 | $333K | Hold |
1,372
| – | – | 0.14% | 53 |
|
|
2023
Q1 | $311K | Buy |
1,372
+250
| +22% | +$56.7K | 0.14% | 55 |
|
|
2022
Q4 | $241K | Sell |
1,122
-349
| -24% | -$74.8K | 0.14% | 54 |
|
|
2022
Q3 | $304K | Sell |
1,471
-75
| -5% | -$15.5K | 0.15% | 55 |
|
|
2022
Q2 | $319K | Sell |
1,546
-150
| -9% | -$31K | 0.14% | 55 |
|
|
2022
Q1 | $434K | Hold |
1,696
| – | – | 0.18% | 41 |
|
|
2021
Q4 | $497K | Buy |
1,696
+1
| +0.1% | +$293 | 0.2% | 38 |
|
|
2021
Q3 | $498K | Sell |
1,695
-67
| -4% | -$19.7K | 0.21% | 33 |
|
|
2021
Q2 | $549K | Sell |
1,762
-275
| -14% | -$85.7K | 0.22% | 30 |
|
|
2021
Q1 | $584K | Hold |
2,037
| – | – | 0.27% | 29 |
|
|
2020
Q4 | $584K | Hold |
2,037
| – | – | 0.27% | 29 |
|
|
2020
Q3 | $451K | Sell |
2,037
-267
| -12% | -$59.1K | 0.25% | 32 |
|
|
2020
Q2 | $477K | Buy |
2,304
+1
| +0% | +$207 | 0.28% | 30 |
|
|
2020
Q1 | $364K | Sell |
2,303
-100
| -4% | -$15.8K | 0.26% | 32 |
|
|
2019
Q4 | $515K | Sell |
2,403
-29
| -1% | -$6.22K | 0.29% | 34 |
|
|
2019
Q3 | $469K | Sell |
2,432
-149
| -6% | -$28.7K | 0.27% | 49 |
|
|
2019
Q2 | $519K | Sell |
2,581
-150
| -5% | -$30.2K | 0.3% | 49 |
|
|
2019
Q1 | $537K | Buy |
2,731
+308
| +13% | +$60.6K | 0.33% | 45 |
|
|
2018
Q4 | $407K | Buy |
2,423
+1
| +0% | +$168 | 0.31% | 44 |
|
|
2018
Q3 | $521K | Hold |
2,422
| – | – | 0.35% | 34 |
|
|
2018
Q2 | $495K | Buy |
2,422
+1,071
| +79% | +$219K | 0.34% | 33 |
|
|
2018
Q1 | $258K | Buy |
1,351
+172
| +15% | +$32.8K | 0.19% | 54 |
|
|
2017
Q4 | $220K | Buy |
+1,179
| New | +$220K | 0.19% | 49 |
|