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