Dakota Wealth Management’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 | $1.71M | Sell |
5,992
-85
| -1% | -$24.3K | 0.04% | 294 |
|
|
2025
Q1 | $1.55M | Sell |
6,077
-1,822
| -23% | -$466K | 0.04% | 296 |
|
|
2024
Q4 | $2.27M | Buy |
7,899
+1,871
| +31% | +$539K | 0.05% | 241 |
|
|
2024
Q3 | $1.71M | Sell |
6,028
-23
| -0.4% | -$6.53K | 0.04% | 290 |
|
|
2024
Q2 | $1.59M | Sell |
6,051
-63
| -1% | -$16.5K | 0.04% | 290 |
|
|
2024
Q1 | $1.66M | Sell |
6,114
-7,175
| -54% | -$1.94M | 0.04% | 287 |
|
|
2023
Q4 | $3.35M | Buy |
13,289
+6,658
| +100% | +$1.68M | 0.13% | 156 |
|
|
2023
Q3 | $1.49M | Sell |
6,631
-300
| -4% | -$67.2K | 0.07% | 237 |
|
|
2023
Q2 | $1.68M | Buy |
6,931
+52
| +0.8% | +$12.6K | 0.08% | 202 |
|
|
2023
Q1 | $1.56M | Sell |
6,879
-436
| -6% | -$98.9K | 0.1% | 172 |
|
|
2022
Q4 | $1.57M | Sell |
7,315
-521
| -7% | -$112K | 0.11% | 172 |
|
|
2022
Q3 | $1.62M | Sell |
7,836
-2,665
| -25% | -$551K | 0.13% | 169 |
|
|
2022
Q2 | $2.17M | Sell |
10,501
-2,365
| -18% | -$488K | 0.2% | 125 |
|
|
2022
Q1 | $3.29M | Sell |
12,866
-738
| -5% | -$189K | 0.27% | 108 |
|
|
2021
Q4 | $3.99M | Buy |
13,604
+469
| +4% | +$137K | 0.42% | 61 |
|
|
2021
Q3 | $3.86M | Sell |
13,135
-269
| -2% | -$79K | 0.44% | 62 |
|
|
2021
Q2 | $4.18M | Sell |
13,404
-284
| -2% | -$88.5K | 0.5% | 55 |
|
|
2021
Q1 | $4.12M | Sell |
13,688
-400
| -3% | -$120K | 0.54% | 50 |
|
|
2020
Q4 | $4.04M | Sell |
14,088
-183
| -1% | -$52.5K | 0.53% | 53 |
|
|
2020
Q3 | $3.16M | Sell |
14,271
-921
| -6% | -$204K | 0.5% | 62 |
|
|
2020
Q2 | $3.14M | Sell |
15,192
-1,006
| -6% | -$208K | 0.54% | 52 |
|
|
2020
Q1 | $2.56M | Sell |
16,198
-3,450
| -18% | -$546K | 0.56% | 50 |
|
|
2019
Q4 | $4.21M | Sell |
19,648
-722
| -4% | -$155K | 0.67% | 39 |
|
|
2019
Q3 | $3.93M | Buy |
20,370
+648
| +3% | +$125K | 0.68% | 38 |
|
|
2019
Q2 | $3.96M | Sell |
19,722
-1,205
| -6% | -$242K | 0.76% | 35 |
|
|
2019
Q1 | $4.12M | Sell |
20,927
-2,592
| -11% | -$510K | 0.82% | 32 |
|
|
2018
Q4 | $5.06M | Hold |
23,519
| – | – | 1.15% | 21 |
|
|
2018
Q3 | $5.06M | Sell |
23,519
-1,541
| -6% | -$331K | 1.14% | 23 |
|
|
2018
Q2 | $5.12M | Buy |
25,060
+148
| +0.6% | +$30.2K | 1.42% | 18 |
|
|
2018
Q1 | $4.75M | Buy |
24,912
+598
| +2% | +$114K | 2.45% | 13 |
|
|
2017
Q4 | $4.54M | Buy |
24,314
+37
| +0.2% | +$6.91K | 2.41% | 13 |
|
|
2017
Q3 | $4.35M | Buy |
24,277
+71
| +0.3% | +$12.7K | 2.35% | 15 |
|
|
2017
Q2 | $4.09M | Sell |
24,206
-535
| -2% | -$90.3K | 2.26% | 16 |
|
|
2017
Q1 | $4M | Sell |
24,741
-781
| -3% | -$126K | 2.34% | 16 |
|
|
2016
Q4 | $3.93M | Sell |
25,522
-267
| -1% | -$41.1K | 2.54% | 16 |
|
|
2016
Q3 | $3.84M | Sell |
25,789
-1,484
| -5% | -$221K | 2.49% | 16 |
|
|
2016
Q2 | $3.74M | Sell |
27,273
-1,563
| -5% | -$214K | 2.52% | 16 |
|
|
2016
Q1 | $3.82M | Sell |
28,836
-318
| -1% | -$42.2K | 2.75% | 16 |
|
|
2015
Q4 | $4.06M | Sell |
29,154
-394
| -1% | -$54.9K | 2.75% | 16 |
|
|
2015
Q3 | $3.96M | Sell |
29,548
-4,793
| -14% | -$642K | 2.71% | 16 |
|
|
2015
Q2 | $5.31M | Buy |
34,341
+958
| +3% | +$148K | 3.21% | 15 |
|
|
2015
Q1 | $5.06M | Buy |
33,383
+982
| +3% | +$149K | 3.01% | 16 |
|
|
2014
Q4 | $4.61M | Buy |
+32,401
| New | +$4.61M | 2.88% | 15 |
|