Coastwise Capital 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 | $421K | Buy |
1,473
+1
| +0.1% | +$286 | 0.34% | 69 |
|
|
2025
Q1 | $376K | Sell |
1,472
-1
| -0.1% | -$255 | 0.32% | 75 |
|
|
2024
Q4 | $424K | Sell |
1,473
-4
| -0.3% | -$1.15K | 0.34% | 74 |
|
|
2024
Q3 | $419K | Sell |
1,477
-6
| -0.4% | -$1.7K | 0.35% | 75 |
|
|
2024
Q2 | $389K | Sell |
1,483
-4
| -0.3% | -$1.05K | 0.37% | 72 |
|
|
2024
Q1 | $403K | Buy |
1,487
+1
| +0.1% | +$271 | 0.37% | 72 |
|
|
2023
Q4 | $375K | Buy |
1,486
+77
| +5% | +$19.4K | 0.38% | 72 |
|
|
2023
Q3 | $316K | Hold |
1,409
| – | – | 0.36% | 77 |
|
|
2023
Q2 | $342K | Buy |
1,409
+2
| +0.1% | +$485 | 0.39% | 75 |
|
|
2023
Q1 | $319K | Buy |
1,407
+1
| +0.1% | +$227 | 0.36% | 81 |
|
|
2022
Q4 | $302K | Buy |
1,406
+4
| +0.3% | +$858 | 0.36% | 79 |
|
|
2022
Q3 | $290K | Sell |
1,402
-970
| -41% | -$201K | 0.46% | 66 |
|
|
2022
Q2 | $489K | Buy |
2,372
+1,001
| +73% | +$206K | 0.6% | 53 |
|
|
2022
Q1 | $351K | Buy |
+1,371
| New | +$351K | 0.44% | 70 |
|