Bleakley Financial 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
Q1 | – | Sell |
-4,528
| Closed | -$1.3M | – | 747 |
|
|
2024
Q4 | $1.3M | Sell |
4,528
-109
| -2% | -$31.4K | 0.04% | 350 |
|
|
2024
Q3 | $1.32M | Sell |
4,637
-205
| -4% | -$58.2K | 0.04% | 339 |
|
|
2024
Q2 | $1.27M | Sell |
4,842
-2
| -0% | -$525 | 0.04% | 364 |
|
|
2024
Q1 | $1.31M | Buy |
4,844
+42
| +0.9% | +$11.4K | 0.04% | 378 |
|
|
2023
Q4 | $1.21M | Sell |
4,802
-914
| -16% | -$231K | 0.04% | 360 |
|
|
2023
Q3 | $1.28M | Sell |
5,716
-953
| -14% | -$214K | 0.05% | 338 |
|
|
2023
Q2 | $1.62M | Sell |
6,669
-2,240
| -25% | -$544K | 0.05% | 312 |
|
|
2023
Q1 | $2.02M | Sell |
8,909
-1,960
| -18% | -$445K | 0.07% | 251 |
|
|
2022
Q4 | $2.33M | Buy |
+10,869
| New | +$2.33M | 0.08% | 219 |
|