Cornerstone Wealth Advisors’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 | $1.6M | Sell |
5,593
-372
| -6% | -$106K | 0.41% | 21 |
|
|
2025
Q1 | $1.52M | Sell |
5,965
-462
| -7% | -$118K | 0.42% | 22 |
|
|
2024
Q4 | $1.85M | Sell |
6,427
-301
| -4% | -$86.6K | 0.51% | 21 |
|
|
2024
Q3 | $1.91M | Sell |
6,728
-9
| -0.1% | -$2.56K | 0.53% | 21 |
|
|
2024
Q2 | $1.77M | Sell |
6,737
-222
| -3% | -$58.3K | 0.53% | 21 |
|
|
2024
Q1 | $1.88M | Sell |
6,959
-642
| -8% | -$174K | 0.58% | 19 |
|
|
2023
Q4 | $1.92M | Sell |
7,601
-742
| -9% | -$187K | 0.62% | 19 |
|
|
2023
Q3 | $1.87M | Sell |
8,343
-308
| -4% | -$69K | 0.66% | 20 |
|
|
2023
Q2 | $2.1M | Buy |
8,651
+144
| +2% | +$34.9K | 0.72% | 19 |
|
|
2023
Q1 | $1.93M | Buy |
8,507
+16
| +0.2% | +$3.63K | 0.7% | 19 |
|
|
2022
Q4 | $1.82M | Sell |
8,491
-120
| -1% | -$25.7K | 0.71% | 20 |
|
|
2022
Q3 | $1.78M | Buy |
8,611
+1,034
| +14% | +$214K | 0.7% | 20 |
|
|
2022
Q2 | $1.56M | Buy |
7,577
+450
| +6% | +$92.8K | 0.6% | 22 |
|
|
2022
Q1 | $1.82M | Sell |
7,127
-1,985
| -22% | -$508K | 0.63% | 20 |
|
|
2021
Q4 | $2.67M | Sell |
9,112
-509
| -5% | -$149K | 0.89% | 18 |
|
|
2021
Q3 | $2.83M | Sell |
9,621
-812
| -8% | -$238K | 0.99% | 18 |
|
|
2021
Q2 | $3.28M | Sell |
10,433
-414
| -4% | -$130K | 1.15% | 18 |
|
|
2021
Q1 | $3.26M | Buy |
+10,847
| New | +$3.26M | 1.23% | 17 |
|