CFS Investment Advisory Services’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 | $3.09M | Sell |
10,817
-4
| -0% | -$1.14K | 0.25% | 81 |
|
|
2025
Q1 | $2.77M | Sell |
10,821
-422
| -4% | -$108K | 0.25% | 85 |
|
|
2024
Q4 | $3.24M | Sell |
11,243
-2
| -0% | -$576 | 0.29% | 72 |
|
|
2024
Q3 | $3.19M | Sell |
11,245
-11,267
| -50% | -$3.2M | 0.27% | 71 |
|
|
2024
Q2 | $5.91M | Buy |
+22,512
| New | +$5.91M | 0.48% | 46 |
|
|
2023
Q4 | – | Sell |
-11,351
| Closed | -$2.54M | – | 161 |
|
|
2023
Q3 | $2.54M | Sell |
11,351
-571
| -5% | -$128K | 0.41% | 49 |
|
|
2023
Q2 | $2.89M | Sell |
11,922
-34
| -0.3% | -$8.25K | 0.37% | 48 |
|
|
2023
Q1 | $2.71M | Buy |
+11,956
| New | +$2.71M | 0.49% | 34 |
|
|
2022
Q4 | – | Sell |
-2,596,010
| Closed | -$260K | – | 192 |
|
|
2022
Q3 | $260K | Buy |
2,596,010
+2,583,062
| +19,950% | +$259K | 0.06% | 116 |
|
|
2022
Q2 | $2.67M | Sell |
12,948
-3,217,432
| -100% | -$664M | 0.41% | 46 |
|
|
2022
Q1 | $244K | Buy |
3,230,380
+3,217,856
| +25,694% | +$243K | 1.06% | 22 |
|
|
2021
Q4 | $3.18M | Buy |
12,524
+64
| +0.5% | +$16.2K | 0.43% | 48 |
|
|
2021
Q3 | $3.66M | Buy |
+12,460
| New | +$3.66M | 0.5% | 43 |
|
|
2020
Q4 | $3.54M | Buy |
+12,334
| New | +$3.54M | 0.56% | 35 |
|