Columbia Advisory Partners’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 | $488K | Sell |
1,706
-849
| -33% | -$243K | 0.37% | 42 |
|
|
2025
Q1 | $653K | Sell |
2,555
-868
| -25% | -$222K | 0.57% | 32 |
|
|
2024
Q4 | $985K | Sell |
3,423
-11,398
| -77% | -$3.28M | 0.92% | 28 |
|
|
2024
Q3 | $4.21M | Sell |
14,821
-1,299
| -8% | -$369K | 3.99% | 8 |
|
|
2024
Q2 | $4.23M | Sell |
16,120
-1,355
| -8% | -$356K | 4.13% | 8 |
|
|
2024
Q1 | $4.73M | Buy |
17,475
+747
| +4% | +$202K | 4.8% | 7 |
|
|
2023
Q4 | $4.22M | Buy |
16,728
+698
| +4% | +$176K | 4.34% | 7 |
|
|
2023
Q3 | $3.59M | Buy |
16,030
+12,086
| +306% | +$2.71M | 3.92% | 7 |
|
|
2023
Q2 | $957K | Sell |
3,944
-2,953
| -43% | -$717K | 1.02% | 12 |
|
|
2023
Q1 | $1.56M | Sell |
6,897
-33,196
| -83% | -$7.53M | 1.48% | 16 |
|
|
2022
Q4 | $8.6M | Buy |
40,093
+7,327
| +22% | +$1.57M | 8.19% | 5 |
|
|
2022
Q3 | $6.77M | Buy |
32,766
+344
| +1% | +$71.1K | 8.25% | 5 |
|
|
2022
Q2 | $6.69M | Sell |
32,422
-46
| -0.1% | -$9.49K | 7.66% | 5 |
|
|
2022
Q1 | $8.3M | Buy |
+32,468
| New | +$8.3M | 8.33% | 5 |
|