Creative Planning’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $56M | Sell |
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|
2025
Q2 | $50.5M | Sell |
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|
2025
Q1 | $45.7M | Buy |
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|
2024
Q4 | $50.3M | Sell |
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|
2024
Q3 | $51.1M | Sell |
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|
2024
Q2 | $47.3M | Sell |
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|
2024
Q1 | $49.1M | Sell |
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|
2023
Q4 | $46.3M | Sell |
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|
2023
Q3 | $54.2M | Buy |
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|
2023
Q2 | $44.8M | Sell |
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|
2023
Q1 | $42.5M | Sell |
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|
2022
Q4 | $45M | Buy |
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|
2022
Q3 | $29.8M | Sell |
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|
2022
Q2 | $37.1M | Buy |
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|
2022
Q1 | $39.1M | Buy |
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|
2021
Q4 | $15.7M | Sell |
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|
2021
Q3 | $16M | Sell |
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|
2021
Q2 | $17.4M | Sell |
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|
2021
Q1 | $23M | Sell |
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|
2020
Q4 | $23.5M | Buy |
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|
2020
Q3 | $12.2M | Sell |
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|
2020
Q2 | $16.7M | Buy |
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|
2020
Q1 | $7.6M | Buy |
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|
2019
Q4 | $10.2M | Buy |
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|
2019
Q3 | $8.92M | Buy |
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|
2019
Q2 | $9.28M | Buy |
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|
2019
Q1 | $8.9M | Buy |
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|
2018
Q4 | $7.13M | Buy |
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|
2018
Q3 | $8.62M | Sell |
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|
2018
Q2 | $9.12M | Buy |
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|
2018
Q1 | $8.29M | Sell |
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|
2017
Q4 | $8.29M | Buy |
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|
2017
Q3 | $7.72M | Buy |
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|
2017
Q2 | $6.67M | Sell |
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|
2017
Q1 | $6.69M | Buy |
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|
2016
Q4 | $5.98M | Buy |
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|
2016
Q3 | $5.77M | Buy |
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|
2016
Q2 | $5.29M | Sell |
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|
2016
Q1 | $5.68M | Buy |
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|
2015
Q4 | $5.87M | Buy |
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|
2015
Q3 | $5.62M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $974K | Buy |
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|
2014
Q4 | $802K | Buy |
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|
2014
Q3 | $694K | Buy |
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|
2014
Q2 | $570K | Buy |
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|
2014
Q1 | $545K | Buy |
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|
2013
Q4 | $470K | Buy |
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|
2013
Q3 | $285K | Sell |
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|
2013
Q2 | $334K | Buy |
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