Bogart Wealth LLC’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 | $12.3K | Hold |
43
| – | – | ﹤0.01% | 746 |
|
|
2025
Q1 | $11K | Sell |
43
-72
| -63% | -$18.4K | ﹤0.01% | 720 |
|
|
2024
Q4 | $33.1K | Hold |
115
| – | – | ﹤0.01% | 481 |
|
|
2024
Q3 | $32.7K | Hold |
115
| – | – | ﹤0.01% | 477 |
|
|
2024
Q2 | $30.2K | Buy |
115
+11
| +11% | +$2.89K | ﹤0.01% | 473 |
|
|
2024
Q1 | $28.2K | Sell |
104
-5
| -5% | -$1.35K | ﹤0.01% | 462 |
|
|
2023
Q4 | $27.5K | Sell |
109
-64
| -37% | -$16.1K | ﹤0.01% | 453 |
|
|
2023
Q3 | $38.8K | Hold |
173
| – | – | ﹤0.01% | 386 |
|
|
2023
Q2 | $42K | Hold |
173
| – | – | ﹤0.01% | 360 |
|
|
2023
Q1 | $39.2K | Sell |
173
-2
| -1% | -$454 | ﹤0.01% | 348 |
|
|
2022
Q4 | $37.5K | Hold |
175
| – | – | ﹤0.01% | 339 |
|
|
2022
Q3 | $36K | Hold |
175
| – | – | ﹤0.01% | 344 |
|
|
2022
Q2 | $36K | Hold |
175
| – | – | ﹤0.01% | 334 |
|
|
2022
Q1 | $45K | Sell |
175
-4
| -2% | -$1.03K | ﹤0.01% | 285 |
|
|
2021
Q4 | $52K | Hold |
179
| – | – | ﹤0.01% | 259 |
|
|
2021
Q3 | $53K | Sell |
179
-21
| -11% | -$6.22K | 0.01% | 244 |
|
|
2021
Q2 | $63K | Buy |
200
+63
| +46% | +$19.8K | 0.01% | 225 |
|
|
2021
Q1 | $41K | Buy |
+137
| New | +$41K | 0.01% | 239 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 375 |
|
|
2019
Q2 | – | Sell |
-17
| Closed | -$3K | – | 355 |
|
|
2019
Q1 | $3K | Sell |
17
-45
| -73% | -$7.94K | ﹤0.01% | 304 |
|
|
2018
Q4 | $10K | Buy |
62
+20
| +48% | +$3.23K | 0.01% | 238 |
|
|
2018
Q3 | $9K | Sell |
42
-2
| -5% | -$429 | 0.01% | 237 |
|
|
2018
Q2 | $8K | Hold |
44
| – | – | ﹤0.01% | 253 |
|
|
2018
Q1 | $8K | Sell |
44
-54
| -55% | -$9.82K | ﹤0.01% | 250 |
|
|
2017
Q4 | $18K | Hold |
98
| – | – | 0.01% | 203 |
|
|
2017
Q3 | $18K | Buy |
+98
| New | +$18K | 0.01% | 199 |
|