CreativeOne Wealth’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 | $2.67M | Buy |
9,347
+1,292
| +16% | +$369K | 0.07% | 270 |
|
|
2025
Q1 | $2.06M | Buy |
8,055
+688
| +9% | +$176K | 0.06% | 298 |
|
|
2024
Q4 | $2.12M | Sell |
7,367
-275
| -4% | -$79.2K | 0.07% | 280 |
|
|
2024
Q3 | $2.17M | Buy |
7,642
+316
| +4% | +$89.8K | 0.07% | 250 |
|
|
2024
Q2 | $1.92M | Buy |
7,326
+603
| +9% | +$158K | 0.1% | 199 |
|
|
2024
Q1 | $1.82M | Buy |
6,723
+605
| +10% | +$164K | 0.07% | 242 |
|
|
2023
Q4 | $1.54M | Buy |
6,118
+4,555
| +291% | +$1.15M | 0.1% | 191 |
|
|
2023
Q3 | $350K | Sell |
1,563
-4,289
| -73% | -$960K | 0.03% | 407 |
|
|
2023
Q2 | $1.42M | Buy |
5,852
+271
| +5% | +$65.8K | 0.07% | 266 |
|
|
2023
Q1 | $1.27M | Buy |
5,581
+1,009
| +22% | +$229K | 0.06% | 264 |
|
|
2022
Q4 | $981K | Buy |
4,572
+669
| +17% | +$144K | 0.05% | 289 |
|
|
2022
Q3 | $806K | Buy |
3,903
+980
| +34% | +$202K | 0.05% | 300 |
|
|
2022
Q2 | $603K | Buy |
2,923
+123
| +4% | +$25.4K | 0.03% | 356 |
|
|
2022
Q1 | $716K | Sell |
2,800
-1,359
| -33% | -$348K | 0.04% | 343 |
|
|
2021
Q4 | $1.22M | Buy |
4,159
+1,804
| +77% | +$529K | 0.06% | 262 |
|
|
2021
Q3 | $691K | Buy |
2,355
+418
| +22% | +$123K | 0.04% | 325 |
|
|
2021
Q2 | $604K | Sell |
1,937
-727
| -27% | -$227K | 0.04% | 342 |
|
|
2021
Q1 | $801K | Buy |
2,664
+601
| +29% | +$181K | 0.06% | 239 |
|
|
2020
Q4 | $591K | Buy |
2,063
+699
| +51% | +$200K | 0.05% | 262 |
|
|
2020
Q3 | $302K | Buy |
1,364
+325
| +31% | +$72K | 0.04% | 204 |
|
|
2020
Q2 | $214K | Buy |
+1,039
| New | +$214K | 0.03% | 230 |
|
|
2020
Q1 | – | Sell |
-1,022
| Closed | -$219K | – | 214 |
|
|
2019
Q4 | $219K | Buy |
+1,022
| New | +$219K | 0.04% | 203 |
|