Darwin 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 | $574 | Hold |
2
| – | – | ﹤0.01% | 554 |
|
2025
Q1 | $578 | Hold |
2
| – | – | ﹤0.01% | 579 |
|
2024
Q4 | $578 | Hold |
2
| – | – | ﹤0.01% | 579 |
|
2024
Q3 | $568 | Buy |
+2
| New | +$568 | ﹤0.01% | 589 |
|
2023
Q2 | – | Sell |
-2,610
| Closed | -$596K | – | 158 |
|
2023
Q1 | $596K | Buy |
2,610
+869
| +50% | +$198K | 0.16% | 90 |
|
2022
Q4 | $402K | Sell |
1,741
-6,470
| -79% | -$1.49M | 0.1% | 110 |
|
2022
Q3 | $1.75M | Buy |
8,211
+5,740
| +232% | +$1.22M | 0.44% | 55 |
|
2022
Q2 | $569K | Sell |
2,471
-2,837
| -53% | -$653K | 0.12% | 106 |
|
2022
Q1 | $1.36M | Sell |
5,308
-1,665
| -24% | -$426K | 0.22% | 77 |
|
2021
Q4 | $1.76M | Buy |
6,973
+2,386
| +52% | +$602K | 0.28% | 66 |
|
2021
Q3 | $1.35M | Sell |
4,587
-4,869
| -51% | -$1.43M | 0.22% | 74 |
|
2021
Q2 | $2.95M | Sell |
9,456
-13,325
| -58% | -$4.15M | 0.48% | 46 |
|
2021
Q1 | $6.85M | Buy |
22,781
+19,282
| +551% | +$5.8M | 1.2% | 22 |
|
2020
Q4 | $1M | Sell |
3,499
-4,945
| -59% | -$1.42M | 0.19% | 84 |
|
2020
Q3 | $1.87M | Buy |
+8,444
| New | +$1.87M | 0.4% | 65 |
|