Centaurus Financial’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 | $1.12M | Buy |
3,915
+245
| +7% | +$70K | 0.07% | 274 |
|
|
2025
Q1 | $938K | Sell |
3,670
-41
| -1% | -$10.5K | 0.06% | 293 |
|
|
2024
Q4 | $1.07M | Buy |
3,711
+341
| +10% | +$98.1K | 0.07% | 265 |
|
|
2024
Q3 | $957K | Buy |
3,370
+568
| +20% | +$161K | 0.06% | 263 |
|
|
2024
Q2 | $736K | Buy |
2,802
+183
| +7% | +$48.1K | 0.05% | 298 |
|
|
2024
Q1 | $709K | Buy |
2,619
+1,874
| +252% | +$507K | 0.05% | 310 |
|
|
2023
Q4 | $188K | Buy |
745
+191
| +34% | +$48.2K | 0.01% | 605 |
|
|
2023
Q3 | $124K | Buy |
554
+135
| +32% | +$30.2K | 0.01% | 677 |
|
|
2023
Q2 | $102K | Sell |
419
-324
| -44% | -$78.9K | 0.01% | 723 |
|
|
2023
Q1 | $169K | Buy |
743
+32
| +5% | +$7.28K | 0.01% | 711 |
|
|
2022
Q4 | $152K | Buy |
711
+26
| +4% | +$5.56K | 0.01% | 674 |
|
|
2022
Q3 | $142K | Hold |
685
| – | – | 0.01% | 711 |
|
|
2022
Q2 | $141K | Buy |
+685
| New | +$141K | 0.01% | 715 |
|
|
2022
Q1 | – | Sell |
-381
| Closed | -$112K | – | 932 |
|
|
2021
Q4 | $112K | Hold |
381
| – | – | 0.01% | 862 |
|
|
2021
Q3 | $112K | Hold |
381
| – | – | 0.01% | 835 |
|
|
2021
Q2 | $119K | Buy |
381
+2
| +0.5% | +$625 | 0.01% | 813 |
|
|
2021
Q1 | $114K | Buy |
+379
| New | +$114K | 0.01% | 754 |
|
|
2019
Q3 | – | Sell |
-506
| Closed | -$102K | – | 515 |
|
|
2019
Q2 | $102K | Buy |
+506
| New | +$102K | 0.02% | 577 |
|
|
2018
Q3 | – | Sell |
-1,292
| Closed | -$264K | – | 1295 |
|
|
2018
Q2 | $264K | Buy |
+1,292
| New | +$264K | 0.04% | 448 |
|