Center for Financial Planning’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 | $193K | Sell |
675
-6
| -0.9% | -$1.72K | 0.02% | 170 |
|
|
2025
Q1 | $174K | Buy |
681
+142
| +26% | +$36.3K | 0.02% | 165 |
|
|
2024
Q4 | $155K | Sell |
539
-175
| -25% | -$50.4K | 0.02% | 166 |
|
|
2024
Q3 | $203K | Hold |
714
| – | – | 0.03% | 151 |
|
|
2024
Q2 | $187K | Hold |
714
| – | – | 0.03% | 150 |
|
|
2024
Q1 | $193K | Hold |
714
| – | – | 0.03% | 151 |
|
|
2023
Q4 | $180K | Hold |
714
| – | – | 0.03% | 144 |
|
|
2023
Q3 | $160K | Hold |
714
| – | – | 0.03% | 145 |
|
|
2023
Q2 | $173K | Hold |
714
| – | – | 0.04% | 143 |
|
|
2023
Q1 | $162K | Sell |
714
-210
| -23% | -$47.6K | 0.04% | 141 |
|
|
2022
Q4 | $198K | Hold |
924
| – | – | 0.05% | 128 |
|
|
2022
Q3 | $191K | Sell |
924
-576
| -38% | -$119K | 0.05% | 123 |
|
|
2022
Q2 | $309K | Sell |
1,500
-228
| -13% | -$47K | 0.08% | 99 |
|
|
2022
Q1 | $442K | Buy |
1,728
+65
| +4% | +$16.6K | 0.09% | 84 |
|
|
2021
Q4 | $487K | Hold |
1,663
| – | – | 0.1% | 85 |
|
|
2021
Q3 | $488K | Hold |
1,663
| – | – | 0.12% | 79 |
|
|
2021
Q2 | $518K | Hold |
1,663
| – | – | 0.13% | 78 |
|
|
2021
Q1 | $500K | Hold |
1,663
| – | – | 0.13% | 76 |
|
|
2020
Q4 | $477K | Sell |
1,663
-59
| -3% | -$16.9K | 0.14% | 73 |
|
|
2020
Q3 | $381K | Hold |
1,722
| – | – | 0.12% | 77 |
|
|
2020
Q2 | $356K | Hold |
1,722
| – | – | 0.12% | 74 |
|
|
2020
Q1 | $272K | Buy |
1,722
+1,466
| +573% | +$232K | 0.09% | 89 |
|
|
2019
Q4 | $55K | Buy |
+256
| New | +$55K | 0.01% | 176 |
|