Clearstead Advisors’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 | $2.81M | Buy |
9,823
+787
| +9% | +$225K | 0.04% | 263 |
|
|
2025
Q1 | $2.31M | Buy |
9,036
+909
| +11% | +$232K | 0.04% | 270 |
|
|
2024
Q4 | $2.34M | Buy |
8,127
+232
| +3% | +$66.8K | 0.04% | 272 |
|
|
2024
Q3 | $2.24M | Buy |
7,895
+302
| +4% | +$85.8K | 0.03% | 279 |
|
|
2024
Q2 | $1.99M | Buy |
7,593
+4,493
| +145% | +$1.18M | 0.03% | 279 |
|
|
2024
Q1 | $808K | Buy |
3,100
+139
| +5% | +$36.2K | 0.04% | 254 |
|
|
2023
Q4 | $747K | Sell |
2,961
-1,793
| -38% | -$452K | 0.04% | 259 |
|
|
2023
Q3 | $1.07M | Buy |
4,754
+2,421
| +104% | +$543K | 0.03% | 297 |
|
|
2023
Q2 | $566K | Buy |
2,333
+2
| +0.1% | +$485 | 0.03% | 277 |
|
|
2023
Q1 | $529K | Buy |
2,331
+211
| +10% | +$47.9K | 0.04% | 248 |
|
|
2022
Q4 | $455K | Sell |
2,120
-72
| -3% | -$15.4K | 0.04% | 266 |
|
|
2022
Q3 | $453K | Sell |
2,192
-321
| -13% | -$66.3K | 0.04% | 237 |
|
|
2022
Q2 | $518K | Buy |
2,513
+1,182
| +89% | +$244K | 0.04% | 243 |
|
|
2022
Q1 | $340K | Sell |
1,331
-2,316
| -64% | -$592K | 0.02% | 320 |
|
|
2021
Q4 | $1.07M | Buy |
3,647
+2,534
| +228% | +$743K | 0.07% | 176 |
|
|
2021
Q3 | $327K | Sell |
1,113
-9
| -0.8% | -$2.64K | 0.02% | 298 |
|
|
2021
Q2 | $350K | Hold |
1,122
| – | – | 0.03% | 268 |
|
|
2021
Q1 | $337K | Buy |
1,122
+321
| +40% | +$96.4K | 0.03% | 266 |
|
|
2020
Q4 | $230K | Sell |
801
-1,150
| -59% | -$330K | 0.02% | 302 |
|
|
2020
Q3 | $432K | Buy |
1,951
+1,152
| +144% | +$255K | 0.05% | 198 |
|
|
2020
Q2 | $165K | Sell |
799
-19
| -2% | -$3.92K | 0.02% | 297 |
|
|
2020
Q1 | $129K | Buy |
+818
| New | +$129K | 0.02% | 295 |
|