Concord Wealth 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 | $11K | Buy |
38
+32
| +533% | +$9.26K | ﹤0.01% | 529 |
|
|
2025
Q1 | $1.53K | Hold |
6
| – | – | ﹤0.01% | 700 |
|
|
2024
Q4 | $1.73K | Sell |
6
-32
| -84% | -$9.21K | ﹤0.01% | 725 |
|
|
2024
Q3 | $10.9K | Buy |
38
+26
| +217% | +$7.48K | ﹤0.01% | 551 |
|
|
2024
Q2 | $3.11K | Sell |
12
-114
| -90% | -$29.5K | ﹤0.01% | 628 |
|
|
2024
Q1 | $34.2K | Buy |
126
+120
| +2,000% | +$32.6K | 0.01% | 412 |
|
|
2023
Q4 | $1.51K | Sell |
6
-195
| -97% | -$49.2K | ﹤0.01% | 740 |
|
|
2023
Q3 | $45K | Sell |
201
-336
| -63% | -$75.2K | 0.01% | 395 |
|
|
2023
Q2 | $130K | Buy |
537
+361
| +205% | +$87.6K | 0.03% | 243 |
|
|
2023
Q1 | $39.9K | Buy |
176
+17
| +11% | +$3.86K | 0.01% | 379 |
|
|
2022
Q4 | $34.1K | Buy |
+159
| New | +$34.1K | 0.01% | 439 |
|
|
2022
Q3 | – | Sell |
-37
| Closed | -$8K | – | 649 |
|
|
2022
Q2 | $8K | Buy |
37
+20
| +118% | +$4.32K | ﹤0.01% | 733 |
|
|
2022
Q1 | $4K | Sell |
17
-87
| -84% | -$20.5K | ﹤0.01% | 966 |
|
|
2021
Q4 | $30K | Buy |
104
+6
| +6% | +$1.73K | 0.01% | 557 |
|
|
2021
Q3 | $29K | Sell |
98
-6
| -6% | -$1.78K | 0.01% | 311 |
|
|
2021
Q2 | $32K | Sell |
104
-77
| -43% | -$23.7K | 0.01% | 415 |
|
|
2021
Q1 | $54K | Buy |
181
+133
| +277% | +$39.7K | 0.02% | 325 |
|
|
2020
Q4 | $14K | Buy |
+48
| New | +$14K | 0.01% | 340 |
|