Clearstead Trust’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 | $25.2K | Hold |
88
| – | – | ﹤0.01% | 389 |
|
|
2025
Q1 | $22.5K | Hold |
88
| – | – | 0.01% | 343 |
|
|
2024
Q4 | $25.3K | Hold |
88
| – | – | 0.01% | 302 |
|
|
2024
Q3 | $25K | Hold |
88
| – | – | 0.01% | 292 |
|
|
2024
Q2 | $23.1K | Hold |
88
| – | – | 0.01% | 297 |
|
|
2024
Q1 | $23.8K | Hold |
88
| – | – | 0.01% | 295 |
|
|
2023
Q4 | $22.2K | Hold |
88
| – | – | 0.01% | 284 |
|
|
2023
Q3 | $19.7K | Hold |
88
| – | – | 0.01% | 282 |
|
|
2023
Q2 | $21.4K | Hold |
88
| – | – | 0.01% | 266 |
|
|
2023
Q1 | $20K | Hold |
88
| – | – | 0.01% | 264 |
|
|
2022
Q4 | $19K | Hold |
88
| – | – | 0.01% | 283 |
|
|
2022
Q3 | $18K | Buy |
+88
| New | +$18K | 0.01% | 262 |
|
|
2020
Q2 | – | Sell |
-650
| Closed | -$103K | – | 168 |
|
|
2020
Q1 | $103K | Hold |
650
| – | – | 0.09% | 103 |
|
|
2019
Q4 | $139K | Hold |
650
| – | – | 0.1% | 104 |
|
|
2019
Q3 | $125K | Hold |
650
| – | – | 0.1% | 106 |
|
|
2019
Q2 | $131K | Hold |
650
| – | – | 0.1% | 106 |
|
|
2019
Q1 | $128K | Hold |
650
| – | – | 0.11% | 107 |
|
|
2018
Q4 | $109K | Buy |
+650
| New | +$109K | 0.1% | 115 |
|