Clayton Financial 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 | – | Sell |
-5,901
| Closed | -$1.51M | – | 67 |
|
2025
Q1 | $1.51M | Sell |
5,901
-37
| -0.6% | -$9.46K | 0.55% | 34 |
|
2024
Q4 | $1.71M | Sell |
5,938
-676
| -10% | -$195K | 0.62% | 34 |
|
2024
Q3 | $1.88M | Buy |
6,614
+520
| +9% | +$148K | 0.7% | 32 |
|
2024
Q2 | $1.65M | Buy |
6,094
+385
| +7% | +$104K | 0.71% | 31 |
|
2024
Q1 | $1.55M | Buy |
+5,709
| New | +$1.55M | 0.7% | 32 |
|