Blue Trust Inc’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 | $2.22M | Buy |
7,779
+213
| +3% | +$60.9K | 0.03% | 164 |
|
|
2025
Q1 | $1.93M | Buy |
7,566
+30
| +0.4% | +$7.67K | 0.02% | 162 |
|
|
2024
Q4 | $2.17M | Buy |
7,536
+662
| +10% | +$191K | 0.03% | 143 |
|
|
2024
Q3 | $1.8M | Sell |
6,874
-30
| -0.4% | -$7.88K | 0.02% | 163 |
|
|
2024
Q2 | $1.87M | Buy |
6,904
+6,779
| +5,423% | +$1.84M | 0.03% | 140 |
|
|
2024
Q1 | $33.9K | Sell |
125
-328
| -72% | -$88.8K | ﹤0.01% | 1048 |
|
|
2023
Q4 | $102K | Buy |
453
+284
| +168% | +$63.9K | ﹤0.01% | 669 |
|
|
2023
Q3 | $41K | Hold |
169
| – | – | ﹤0.01% | 911 |
|
|
2023
Q2 | $38K | Hold |
169
| – | – | ﹤0.01% | 797 |
|
|
2023
Q1 | $36K | Sell |
169
-892
| -84% | -$190K | ﹤0.01% | 1163 |
|
|
2022
Q4 | $219K | Hold |
1,061
| – | – | ﹤0.01% | 423 |
|
|
2022
Q3 | $219K | Hold |
1,061
| – | – | ﹤0.01% | 338 |
|
|
2022
Q2 | $271K | Buy |
+1,061
| New | +$271K | ﹤0.01% | 279 |
|