Cahill 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 | $309K | Sell |
1,080
-40
| -4% | -$11.4K | 0.04% | 226 |
|
|
2025
Q1 | $286K | Sell |
1,120
-35
| -3% | -$8.95K | 0.04% | 222 |
|
|
2024
Q4 | $333K | Sell |
1,155
-7
| -0.6% | -$2.02K | 0.05% | 202 |
|
|
2024
Q3 | $330K | Sell |
1,162
-165
| -12% | -$46.9K | 0.05% | 200 |
|
|
2024
Q2 | $348K | Sell |
1,327
-22
| -2% | -$5.78K | 0.05% | 198 |
|
|
2024
Q1 | $365K | Sell |
1,349
-346
| -20% | -$93.7K | 0.05% | 197 |
|
|
2023
Q4 | $428K | Buy |
1,695
+321
| +23% | +$81K | 0.06% | 173 |
|
|
2023
Q3 | $308K | Sell |
1,374
-5
| -0.4% | -$1.12K | 0.05% | 191 |
|
|
2023
Q2 | $335K | Buy |
1,379
+172
| +14% | +$41.7K | 0.05% | 185 |
|
|
2023
Q1 | $274K | Sell |
1,207
-22
| -2% | -$4.99K | 0.05% | 202 |
|
|
2022
Q4 | $264K | Buy |
+1,229
| New | +$264K | 0.05% | 199 |
|
|
2022
Q1 | – | Sell |
-719
| Closed | -$210K | – | 226 |
|
|
2021
Q4 | $210K | Sell |
719
-5
| -0.7% | -$1.46K | 0.04% | 212 |
|
|
2021
Q3 | $213K | Sell |
724
-32
| -4% | -$9.41K | 0.04% | 204 |
|
|
2021
Q2 | $236K | Sell |
756
-5
| -0.7% | -$1.56K | 0.05% | 193 |
|
|
2021
Q1 | $229K | Sell |
761
-1,068
| -58% | -$321K | 0.06% | 188 |
|
|
2020
Q4 | $524K | Buy |
+1,829
| New | +$524K | 0.13% | 126 |
|