Congress Asset Management’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 | $541K | Sell |
1,894
-5,698
| -75% | -$1.63M | ﹤0.01% | 340 |
|
|
2025
Q1 | $1.94M | Sell |
7,592
-39,402
| -84% | -$10.1M | 0.01% | 274 |
|
|
2024
Q4 | $13.5M | Buy |
46,994
+45,011
| +2,270% | +$13M | 0.09% | 175 |
|
|
2024
Q3 | $563K | Buy |
1,983
+397
| +25% | +$113K | ﹤0.01% | 316 |
|
|
2024
Q2 | $416K | Buy |
1,586
+231
| +17% | +$60.6K | ﹤0.01% | 341 |
|
|
2024
Q1 | $367K | Sell |
1,355
-44,023
| -97% | -$11.9M | ﹤0.01% | 335 |
|
|
2023
Q4 | $11.4M | Buy |
45,378
+42,426
| +1,437% | +$10.7M | 0.09% | 169 |
|
|
2023
Q3 | $662K | Buy |
+2,952
| New | +$662K | 0.01% | 327 |
|
|
2023
Q1 | – | Sell |
-45,439
| Closed | -$9.75M | – | 379 |
|
|
2022
Q4 | $9.75M | Buy |
45,439
+43,844
| +2,749% | +$9.41M | 0.1% | 163 |
|
|
2022
Q3 | $330K | Buy |
+1,595
| New | +$330K | ﹤0.01% | 344 |
|
|
2022
Q2 | – | Sell |
-2,829
| Closed | -$724K | – | 375 |
|
|
2022
Q1 | $724K | Sell |
2,829
-29,545
| -91% | -$7.56M | 0.01% | 319 |
|
|
2021
Q4 | $9.49M | Buy |
+32,374
| New | +$9.49M | 0.07% | 173 |
|
|
2021
Q1 | – | Sell |
-858
| Closed | -$246K | – | 362 |
|
|
2020
Q4 | $246K | Buy |
+858
| New | +$246K | ﹤0.01% | 340 |
|
|
2020
Q1 | – | Sell |
-7,485
| Closed | -$1.6M | – | 341 |
|
|
2019
Q4 | $1.6M | Buy |
+7,485
| New | +$1.6M | 0.02% | 265 |
|
|
2019
Q1 | – | Sell |
-16,456
| Closed | -$2.77M | – | 360 |
|
|
2018
Q4 | $2.77M | Buy |
+16,456
| New | +$2.77M | 0.04% | 241 |
|