Colonial 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 | $580K | Buy |
2,028
+210
| +12% | +$60K | 0.08% | 164 |
|
|
2025
Q1 | $465K | Sell |
1,818
-18
| -1% | -$4.6K | 0.07% | 178 |
|
|
2024
Q4 | $528K | Hold |
1,836
| – | – | 0.08% | 171 |
|
|
2024
Q3 | $521K | Sell |
1,836
-32
| -2% | -$9.09K | 0.08% | 166 |
|
|
2024
Q2 | $490K | Hold |
1,868
| – | – | 0.09% | 156 |
|
|
2024
Q1 | $506K | Hold |
1,868
| – | – | 0.09% | 148 |
|
|
2023
Q4 | $471K | Sell |
1,868
-56
| -3% | -$14.1K | 0.1% | 152 |
|
|
2023
Q3 | $431K | Hold |
1,924
| – | – | 0.11% | 145 |
|
|
2023
Q2 | $467K | Sell |
1,924
-131
| -6% | -$31.8K | 0.11% | 138 |
|
|
2023
Q1 | $466K | Sell |
2,055
-19
| -0.9% | -$4.31K | 0.12% | 141 |
|
|
2022
Q4 | $445K | Sell |
2,074
-11
| -0.5% | -$2.36K | 0.12% | 133 |
|
|
2022
Q3 | $431K | Buy |
+2,085
| New | +$431K | 0.14% | 135 |
|