Boston Family Office’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 | $1.27M | Sell |
4,441
-160
| -3% | -$45.8K | 0.08% | 147 |
|
|
2025
Q1 | $1.18M | Hold |
4,601
| – | – | 0.08% | 146 |
|
|
2024
Q4 | $1.32M | Buy |
4,601
+34
| +0.7% | +$9.78K | 0.09% | 138 |
|
|
2024
Q3 | $1.3M | Sell |
4,567
-35
| -0.8% | -$9.94K | 0.09% | 138 |
|
|
2024
Q2 | $1.21M | Hold |
4,602
| – | – | 0.09% | 138 |
|
|
2024
Q1 | $1.25M | Hold |
4,602
| – | – | 0.09% | 139 |
|
|
2023
Q4 | $1.16M | Buy |
4,602
+200
| +5% | +$50.5K | 0.09% | 145 |
|
|
2023
Q3 | $987K | Hold |
4,402
| – | – | 0.08% | 148 |
|
|
2023
Q2 | $1.07M | Buy |
4,402
+52
| +1% | +$12.6K | 0.08% | 149 |
|
|
2023
Q1 | $986K | Hold |
4,350
| – | – | 0.08% | 151 |
|
|
2022
Q4 | $933K | Hold |
4,350
| – | – | 0.08% | 154 |
|
|
2022
Q3 | $898K | Hold |
4,350
| – | – | 0.08% | 154 |
|
|
2022
Q2 | $897K | Sell |
4,350
-40
| -0.9% | -$8.25K | 0.07% | 153 |
|
|
2022
Q1 | $1.12M | Sell |
4,390
-140
| -3% | -$35.8K | 0.08% | 146 |
|
|
2021
Q4 | $1.33M | Hold |
4,530
| – | – | 0.09% | 141 |
|
|
2021
Q3 | $1.33M | Hold |
4,530
| – | – | 0.1% | 142 |
|
|
2021
Q2 | $1.41M | Hold |
4,530
| – | – | 0.1% | 142 |
|
|
2021
Q1 | $1.36M | Hold |
4,530
| – | – | 0.1% | 140 |
|
|
2020
Q4 | $1.3M | Hold |
4,530
| – | – | 0.1% | 142 |
|
|
2020
Q3 | $1M | Hold |
4,530
| – | – | 0.09% | 145 |
|
|
2020
Q2 | $937K | Sell |
4,530
-280
| -6% | -$57.9K | 0.09% | 144 |
|
|
2020
Q1 | $761K | Sell |
4,810
-165
| -3% | -$26.1K | 0.09% | 147 |
|
|
2019
Q4 | $1.07M | Sell |
4,975
-35
| -0.7% | -$7.5K | 0.1% | 140 |
|
|
2019
Q3 | $966K | Sell |
5,010
-50
| -1% | -$9.64K | 0.1% | 144 |
|
|
2019
Q2 | $1.02M | Sell |
5,060
-40
| -0.8% | -$8.03K | 0.11% | 145 |
|
|
2019
Q1 | $1M | Hold |
5,100
| – | – | 0.11% | 143 |
|
|
2018
Q4 | $857K | Hold |
5,100
| – | – | 0.11% | 146 |
|
|
2018
Q3 | $1.1M | Hold |
5,100
| – | – | 0.12% | 145 |
|
|
2018
Q2 | $1.04M | Hold |
5,100
| – | – | 0.12% | 146 |
|
|
2018
Q1 | $972K | Hold |
5,100
| – | – | 0.11% | 148 |
|
|
2017
Q4 | $952K | Hold |
5,100
| – | – | 0.1% | 150 |
|
|
2017
Q3 | $913K | Hold |
5,100
| – | – | 0.1% | 152 |
|
|
2017
Q2 | $861K | Hold |
5,100
| – | – | 0.1% | 156 |
|
|
2017
Q1 | $824K | Hold |
5,100
| – | – | 0.1% | 155 |
|
|
2016
Q4 | $785K | Hold |
5,100
| – | – | 0.1% | 159 |
|
|
2016
Q3 | $759K | Hold |
5,100
| – | – | 0.1% | 165 |
|
|
2016
Q2 | $700K | Hold |
5,100
| – | – | 0.09% | 164 |
|
|
2016
Q1 | $676K | Hold |
5,100
| – | – | 0.09% | 164 |
|
|
2015
Q4 | $710K | Buy |
5,100
+150
| +3% | +$20.9K | 0.1% | 158 |
|
|
2015
Q3 | $663K | Hold |
4,950
| – | – | 0.09% | 163 |
|
|
2015
Q2 | $765K | Hold |
4,950
| – | – | 0.1% | 163 |
|
|
2015
Q1 | $750K | Hold |
4,950
| – | – | 0.09% | 171 |
|
|
2014
Q4 | $705K | Hold |
4,950
| – | – | 0.09% | 176 |
|
|
2014
Q3 | $642K | Hold |
4,950
| – | – | 0.08% | 181 |
|
|
2014
Q2 | $685K | Hold |
4,950
| – | – | 0.09% | 178 |
|
|
2014
Q1 | $673K | Hold |
4,950
| – | – | 0.09% | 175 |
|
|
2013
Q4 | $671K | Hold |
4,950
| – | – | 0.09% | 176 |
|
|
2013
Q3 | $623K | Hold |
4,950
| – | – | 0.09% | 172 |
|
|
2013
Q2 | $552K | Buy |
+4,950
| New | +$552K | 0.08% | 175 |
|