Clear Creek Financial Management’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 | $1.12M | Sell |
3,930
-236
| -6% | -$67.5K | 0.11% | 203 |
|
|
2025
Q1 | $1.06M | Sell |
4,166
-41
| -1% | -$10.5K | 0.11% | 183 |
|
|
2024
Q4 | $1.21M | Buy |
4,207
+391
| +10% | +$113K | 0.13% | 156 |
|
|
2024
Q3 | $1.08M | Buy |
3,816
+665
| +21% | +$189K | 0.12% | 160 |
|
|
2024
Q2 | $827K | Buy |
3,151
+398
| +14% | +$104K | 0.1% | 183 |
|
|
2024
Q1 | $746K | Buy |
2,753
+70
| +3% | +$19K | 0.1% | 184 |
|
|
2023
Q4 | $677K | Buy |
+2,683
| New | +$677K | 0.11% | 161 |
|
|
2021
Q1 | – | Sell |
-1,909
| Closed | -$547K | – | 154 |
|
|
2020
Q4 | $547K | Sell |
1,909
-12,305
| -87% | -$3.53M | 0.11% | 177 |
|
|
2020
Q3 | $3.15M | Buy |
+14,214
| New | +$3.15M | 0.14% | 57 |
|