Cassaday & Co Wealth Management’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 | $258M | Buy |
901,004
+12,754
| +1% | +$3.65M | 6.45% | 3 |
|
|
2025
Q1 | $227M | Sell |
888,250
-2,967
| -0.3% | -$758K | 6.38% | 4 |
|
|
2024
Q4 | $257M | Buy |
891,217
+13,989
| +2% | +$4.03M | 7% | 4 |
|
|
2024
Q3 | $249M | Buy |
877,228
+19,467
| +2% | +$5.53M | 7.04% | 4 |
|
|
2024
Q2 | $225M | Buy |
857,761
+17,555
| +2% | +$4.61M | 7.08% | 4 |
|
|
2024
Q1 | $228M | Buy |
840,206
+17,768
| +2% | +$4.81M | 7.4% | 4 |
|
|
2023
Q4 | $207M | Buy |
822,438
+4,193
| +0.5% | +$1.06M | 7.19% | 4 |
|
|
2023
Q3 | $183M | Buy |
818,245
+9,010
| +1% | +$2.02M | 7.67% | 3 |
|
|
2023
Q2 | $196M | Buy |
809,235
+15,177
| +2% | +$3.68M | 7.78% | 3 |
|
|
2023
Q1 | $180M | Buy |
794,058
+47,878
| +6% | +$10.9M | 7.68% | 3 |
|
|
2022
Q4 | $160M | Buy |
+746,180
| New | +$160M | 7.39% | 3 |
|