Clearwater Capital 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 | $260K | Sell |
908
-21
| -2% | -$6K | 0.02% | 144 |
|
|
2025
Q1 | $237K | Buy |
929
+21
| +2% | +$5.37K | 0.02% | 157 |
|
|
2024
Q4 | $261K | Hold |
908
| – | – | 0.03% | 151 |
|
|
2024
Q3 | $258K | Hold |
908
| – | – | 0.03% | 152 |
|
|
2024
Q2 | $238K | Sell |
908
-74
| -8% | -$19.4K | 0.03% | 144 |
|
|
2024
Q1 | $266K | Sell |
982
-20
| -2% | -$5.42K | 0.03% | 136 |
|
|
2023
Q4 | $253K | Sell |
1,002
-5
| -0.5% | -$1.26K | 0.03% | 134 |
|
|
2023
Q3 | $226K | Sell |
1,007
-22
| -2% | -$4.93K | 0.03% | 127 |
|
|
2023
Q2 | $250K | Hold |
1,029
| – | – | 0.03% | 128 |
|
|
2023
Q1 | $233K | Sell |
1,029
-144
| -12% | -$32.7K | 0.03% | 133 |
|
|
2022
Q4 | $252K | Sell |
1,173
-294
| -20% | -$63.1K | 0.03% | 133 |
|
|
2022
Q3 | $303K | Sell |
1,467
-28
| -2% | -$5.78K | 0.04% | 118 |
|
|
2022
Q2 | $308K | Sell |
1,495
-30
| -2% | -$6.18K | 0.04% | 113 |
|
|
2022
Q1 | $390K | Hold |
1,525
| – | – | 0.04% | 116 |
|
|
2021
Q4 | $447K | Sell |
1,525
-53
| -3% | -$15.5K | 0.05% | 108 |
|
|
2021
Q3 | $463K | Sell |
1,578
-59
| -4% | -$17.3K | 0.05% | 105 |
|
|
2021
Q2 | $510K | Hold |
1,637
| – | – | 0.06% | 105 |
|
|
2021
Q1 | $492K | Sell |
1,637
-502
| -23% | -$151K | 0.06% | 105 |
|
|
2020
Q4 | $613K | Sell |
2,139
-113
| -5% | -$32.4K | 0.08% | 91 |
|
|
2020
Q3 | $499K | Sell |
2,252
-214
| -9% | -$47.4K | 0.08% | 93 |
|
|
2020
Q2 | $510K | Sell |
2,466
-542
| -18% | -$112K | 0.09% | 95 |
|
|
2020
Q1 | $476K | Sell |
3,008
-1,051
| -26% | -$166K | 0.1% | 95 |
|
|
2019
Q4 | $870K | Sell |
4,059
-604
| -13% | -$129K | 0.15% | 102 |
|
|
2019
Q3 | $899K | Sell |
4,663
-1,602
| -26% | -$309K | 0.16% | 108 |
|
|
2019
Q2 | $1.26M | Sell |
6,265
-2,480
| -28% | -$498K | 0.23% | 97 |
|
|
2019
Q1 | $1.72M | Sell |
8,745
-2,664
| -23% | -$524K | 0.32% | 86 |
|
|
2018
Q4 | $1.92M | Sell |
11,409
-335
| -3% | -$56.3K | 0.42% | 78 |
|
|
2018
Q3 | $2.53M | Sell |
11,744
-270
| -2% | -$58.1K | 0.49% | 61 |
|
|
2018
Q2 | $2.46M | Buy |
12,014
+532
| +5% | +$109K | 0.5% | 61 |
|
|
2018
Q1 | $2.19M | Sell |
11,482
-1,240
| -10% | -$236K | 0.45% | 62 |
|
|
2017
Q4 | $2.38M | Sell |
12,722
-133
| -1% | -$24.8K | 0.52% | 59 |
|
|
2017
Q3 | $2.33M | Sell |
12,855
-916
| -7% | -$166K | 0.54% | 57 |
|
|
2017
Q2 | $2.32M | Buy |
13,771
+239
| +2% | +$40.2K | 0.59% | 52 |
|
|
2017
Q1 | $2.13M | Buy |
13,532
+882
| +7% | +$139K | 0.58% | 48 |
|
|
2016
Q4 | $1.96M | Sell |
12,650
-197
| -2% | -$30.5K | 0.68% | 44 |
|
|
2016
Q3 | $1.9M | Sell |
12,847
-342
| -3% | -$50.6K | 0.66% | 44 |
|
|
2016
Q2 | $1.8M | Buy |
+13,189
| New | +$1.8M | 0.67% | 43 |
|