Central Valley 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 | $290K | Hold |
1,014
| – | – | 0.1% | 115 |
|
|
2025
Q1 | $259K | Hold |
1,014
| – | – | 0.1% | 108 |
|
|
2024
Q4 | $292K | Hold |
1,014
| – | – | 0.13% | 112 |
|
|
2024
Q3 | $288K | Hold |
1,014
| – | – | 0.16% | 106 |
|
|
2024
Q2 | $555K | Hold |
1,014
| – | – | 0.24% | 65 |
|
|
2024
Q1 | $275K | Buy |
1,014
+200
| +25% | +$54.2K | 0.14% | 118 |
|
|
2023
Q4 | $205K | Buy |
+814
| New | +$205K | 0.12% | 136 |
|