Centennial Wealth Advisory’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 | $405K | Buy |
1,412
+2
| +0.1% | +$574 | 0.13% | 113 |
|
|
2025
Q1 | $360K | Buy |
1,410
+113
| +9% | +$28.9K | 0.13% | 109 |
|
|
2024
Q4 | $373K | Buy |
1,297
+39
| +3% | +$11.2K | 0.15% | 94 |
|
|
2024
Q3 | $357K | Buy |
1,258
+116
| +10% | +$32.9K | 0.14% | 97 |
|
|
2024
Q2 | $300K | Buy |
1,142
+167
| +17% | +$43.8K | 0.13% | 100 |
|
|
2024
Q1 | $264K | Buy |
975
+170
| +21% | +$46K | 0.12% | 109 |
|
|
2023
Q4 | $203K | Buy |
+805
| New | +$203K | 0.1% | 127 |
|