Curtis Advisory Group’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 | $452K | Buy |
1,580
+382
| +32% | +$109K | 0.11% | 80 |
|
|
2025
Q1 | $306K | Buy |
1,198
+97
| +9% | +$24.8K | 0.09% | 86 |
|
|
2024
Q4 | $317K | Sell |
1,101
-41
| -4% | -$11.8K | 0.08% | 82 |
|
|
2024
Q3 | $324K | Sell |
1,142
-10
| -0.9% | -$2.84K | 0.09% | 79 |
|
|
2024
Q2 | $302K | Sell |
1,152
-70
| -6% | -$18.4K | 0.11% | 77 |
|
|
2024
Q1 | $331K | Sell |
1,222
-680
| -36% | -$184K | 0.13% | 73 |
|
|
2023
Q4 | $480K | Sell |
1,902
-3,261
| -63% | -$822K | 0.22% | 59 |
|
|
2023
Q3 | $1.16M | Buy |
5,163
+2,715
| +111% | +$609K | 0.38% | 31 |
|
|
2023
Q2 | $594K | Buy |
2,448
+495
| +25% | +$120K | 0.19% | 53 |
|
|
2023
Q1 | $443K | Hold |
1,953
| – | – | 0.16% | 60 |
|
|
2022
Q4 | $419K | Sell |
1,953
-343
| -15% | -$73.6K | 0.17% | 59 |
|
|
2022
Q3 | $474K | Buy |
2,296
+150
| +7% | +$31K | 0.19% | 52 |
|
|
2022
Q2 | $443K | Buy |
2,146
+1,133
| +112% | +$234K | 0.18% | 56 |
|
|
2022
Q1 | $259K | Buy |
+1,013
| New | +$259K | 0.09% | 76 |
|