Bragg Financial Advisors’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 | $1.11M | Buy |
3,886
+30
| +0.8% | +$8.58K | 0.04% | 207 |
|
|
2025
Q1 | $985K | Sell |
3,856
-31
| -0.8% | -$7.92K | 0.04% | 210 |
|
|
2024
Q4 | $1.12M | Sell |
3,887
-78
| -2% | -$22.5K | 0.05% | 201 |
|
|
2024
Q3 | $1.13M | Sell |
3,965
-202
| -5% | -$57.4K | 0.05% | 202 |
|
|
2024
Q2 | $1.09M | Sell |
4,167
-62
| -1% | -$16.3K | 0.05% | 200 |
|
|
2024
Q1 | $1.15M | Sell |
4,229
-526
| -11% | -$142K | 0.05% | 196 |
|
|
2023
Q4 | $1.2M | Sell |
4,755
-2,931
| -38% | -$739K | 0.06% | 191 |
|
|
2023
Q3 | $1.72M | Sell |
7,686
-14
| -0.2% | -$3.14K | 0.09% | 170 |
|
|
2023
Q2 | $1.87M | Hold |
7,700
| – | – | 0.1% | 162 |
|
|
2023
Q1 | $1.75M | Sell |
7,700
-293
| -4% | -$66.5K | 0.1% | 163 |
|
|
2022
Q4 | $1.71M | Buy |
7,993
+1,049
| +15% | +$225K | 0.1% | 165 |
|
|
2022
Q3 | $1.44M | Buy |
6,944
+2,831
| +69% | +$585K | 0.1% | 165 |
|
|
2022
Q2 | $849K | Buy |
4,113
+2,957
| +256% | +$610K | 0.06% | 190 |
|
|
2022
Q1 | $296K | Buy |
+1,156
| New | +$296K | 0.02% | 277 |
|