CWM
Cranbrook Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $482K | Hold |
1,688
| – | – | 0.1% | 79 |
|
2025
Q1 | $431K | Hold |
1,688
| – | – | 0.1% | 84 |
|
2024
Q4 | $486K | Sell |
1,688
-7
| -0.4% | -$2.02K | 0.11% | 78 |
|
2024
Q3 | $481K | Sell |
1,695
-10
| -0.6% | -$2.84K | 0.11% | 81 |
|
2024
Q2 | $448K | Hold |
1,705
| – | – | 0.11% | 78 |
|
2024
Q1 | $462K | Sell |
1,705
-2
| -0.1% | -$542 | 0.12% | 69 |
|
2023
Q4 | $431K | Hold |
1,707
| – | – | 0.11% | 70 |
|
2023
Q3 | $383K | Sell |
1,707
-1
| -0.1% | -$224 | 0.11% | 69 |
|
2023
Q2 | $414K | Hold |
1,708
| – | – | 0.12% | 72 |
|
2023
Q1 | $387K | Sell |
1,708
-395
| -19% | -$89.6K | 0.11% | 74 |
|
2022
Q4 | $451K | Hold |
2,103
| – | – | 0.12% | 69 |
|
2022
Q3 | $434K | Buy |
2,103
+147
| +8% | +$30.3K | 0.11% | 71 |
|
2022
Q2 | $404K | Hold |
1,956
| – | – | 0.1% | 78 |
|
2022
Q1 | $500K | Sell |
1,956
-113
| -5% | -$28.9K | 0.11% | 76 |
|
2021
Q4 | $606K | Hold |
2,069
| – | – | 0.13% | 68 |
|
2021
Q3 | $607K | Hold |
2,069
| – | – | 0.14% | 66 |
|
2021
Q2 | $645K | Hold |
2,069
| – | – | 0.15% | 60 |
|
2021
Q1 | $622K | Sell |
2,069
-515
| -20% | -$155K | 0.15% | 60 |
|
2020
Q4 | $741K | Sell |
2,584
-467
| -15% | -$134K | 0.19% | 56 |
|
2020
Q3 | $676K | Hold |
3,051
| – | – | 0.2% | 56 |
|
2020
Q2 | $631K | Sell |
3,051
-42
| -1% | -$8.69K | 0.19% | 57 |
|
2020
Q1 | $489K | Hold |
3,093
| – | – | 0.17% | 58 |
|
2019
Q4 | $663K | Hold |
3,093
| – | – | 0.18% | 58 |
|
2019
Q3 | $596K | Hold |
3,093
| – | – | 0.17% | 59 |
|
2019
Q2 | $621K | Hold |
3,093
| – | – | 0.18% | 58 |
|
2019
Q1 | $608K | Hold |
3,093
| – | – | 0.19% | 55 |
|
2018
Q4 | $520K | Hold |
3,093
| – | – | 0.18% | 56 |
|
2018
Q3 | $665K | Hold |
3,093
| – | – | 0.23% | 52 |
|
2018
Q2 | $632K | Hold |
3,093
| – | – | 0.24% | 50 |
|
2018
Q1 | $589K | Sell |
3,093
-159
| -5% | -$30.3K | 0.23% | 50 |
|
2017
Q4 | $607K | Hold |
3,252
| – | – | 0.24% | 50 |
|
2017
Q3 | $582K | Sell |
3,252
-38
| -1% | -$6.8K | 0.24% | 47 |
|
2017
Q2 | $555K | Sell |
3,290
-30
| -0.9% | -$5.06K | 0.24% | 50 |
|
2017
Q1 | $537K | Sell |
3,320
-32
| -1% | -$5.18K | 0.25% | 47 |
|
2016
Q4 | $516K | Hold |
3,352
| – | – | 0.25% | 46 |
|
2016
Q3 | $499K | Sell |
3,352
-197
| -6% | -$29.3K | 0.25% | 44 |
|
2016
Q2 | $487K | Sell |
3,549
-38
| -1% | -$5.21K | 0.25% | 42 |
|
2016
Q1 | $476K | Hold |
3,587
| – | – | 0.25% | 39 |
|
2015
Q4 | $500K | Hold |
3,587
| – | – | 0.28% | 39 |
|
2015
Q3 | $481K | Hold |
3,587
| – | – | 0.28% | 39 |
|
2015
Q2 | $554K | Buy |
3,587
+66
| +2% | +$10.2K | 0.32% | 38 |
|
2015
Q1 | $534K | Sell |
3,521
-202
| -5% | -$30.6K | 0.31% | 39 |
|
2014
Q4 | $530K | Sell |
3,723
-119
| -3% | -$16.9K | 0.33% | 38 |
|
2014
Q3 | $498K | Sell |
3,842
-74
| -2% | -$9.59K | 0.33% | 34 |
|
2014
Q2 | $542K | Hold |
3,916
| – | – | 0.36% | 33 |
|
2014
Q1 | $533K | Sell |
3,916
-833
| -18% | -$113K | 0.37% | 33 |
|
2013
Q4 | $644K | Buy |
+4,749
| New | +$644K | 0.44% | 35 |
|