BA
Bluesphere Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,036
| Closed | -$298K | – | 96 |
|
2024
Q4 | $298K | Sell |
1,036
-366
| -26% | -$105K | 0.15% | 81 |
|
2024
Q3 | $398K | Buy |
1,402
+221
| +19% | +$62.8K | 0.2% | 66 |
|
2024
Q2 | $310K | Sell |
1,181
-100
| -8% | -$26.2K | 0.16% | 76 |
|
2024
Q1 | $347K | Sell |
1,281
-4
| -0.3% | -$1.08K | 0.19% | 69 |
|
2023
Q4 | $324K | Buy |
1,285
+5
| +0.4% | +$1.26K | 0.2% | 66 |
|
2023
Q3 | $287K | Buy |
+1,280
| New | +$287K | 0.21% | 65 |
|
2022
Q3 | – | Sell |
-1,134
| Closed | -$234K | – | 75 |
|
2022
Q2 | $234K | Sell |
1,134
-131
| -10% | -$27K | 0.23% | 71 |
|
2022
Q1 | $324K | Sell |
1,265
-209
| -14% | -$53.5K | 0.27% | 61 |
|
2021
Q4 | $432K | Buy |
1,474
+3
| +0.2% | +$879 | 0.36% | 50 |
|
2021
Q3 | $432K | Sell |
1,471
-35
| -2% | -$10.3K | 0.41% | 42 |
|
2021
Q2 | $469K | Sell |
1,506
-183
| -11% | -$57K | 0.42% | 42 |
|
2021
Q1 | $508K | Hold |
1,689
| – | – | 0.46% | 42 |
|
2020
Q4 | $484K | Buy |
+1,689
| New | +$484K | 0.52% | 37 |
|