Chicago Partners Investment Group’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 | $223K | Buy |
+755
| New | +$223K | 0.01% | 990 |
|
|
2019
Q1 | – | Sell |
-1,870
| Closed | -$338K | – | 338 |
|
|
2018
Q4 | $338K | Sell |
1,870
-627
| -25% | -$113K | 0.05% | 244 |
|
|
2018
Q3 | $455K | Buy |
2,497
+327
| +15% | +$59.6K | 0.07% | 192 |
|
|
2018
Q2 | $443K | Buy |
2,170
+370
| +21% | +$75.5K | 0.07% | 185 |
|
|
2018
Q1 | $343K | Hold |
1,800
| – | – | 0.06% | 199 |
|
|
2017
Q4 | $336K | Hold |
1,800
| – | – | 0.05% | 207 |
|
|
2017
Q3 | $322K | Sell |
1,800
-1,800
| -50% | -$322K | 0.06% | 208 |
|
|
2017
Q2 | $581K | Buy |
+3,600
| New | +$581K | 0.15% | 103 |
|
|
2016
Q1 | – | Sell |
-4,447
| Closed | -$619K | – | 465 |
|
|
2015
Q4 | $619K | Buy |
+4,447
| New | +$619K | 0.3% | 59 |
|
|
2015
Q1 | – | Sell |
-626
| Closed | -$89K | – | 509 |
|
|
2014
Q4 | $89K | Buy |
+626
| New | +$89K | 0.04% | 189 |
|