DF Dent & Co’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
Q1 | – | Sell |
-6,067
| Closed | -$1.75M | – | 264 |
|
2024
Q4 | $1.75M | Buy |
+6,067
| New | +$1.75M | 0.02% | 138 |
|
2024
Q1 | – | Sell |
-2,442
| Closed | -$616K | – | 270 |
|
2023
Q4 | $616K | Buy |
+2,442
| New | +$616K | 0.01% | 178 |
|
2022
Q4 | – | Sell |
-1,500
| Closed | -$310K | – | 248 |
|
2022
Q3 | $310K | Buy |
+1,500
| New | +$310K | ﹤0.01% | 202 |
|
2019
Q3 | – | Sell |
-1,000
| Closed | -$201K | – | 218 |
|
2019
Q2 | $201K | Sell |
1,000
-2,174
| -68% | -$437K | ﹤0.01% | 210 |
|
2019
Q1 | $624K | Sell |
3,174
-9,876
| -76% | -$1.94M | 0.01% | 164 |
|
2018
Q4 | $2.19M | Buy |
+13,050
| New | +$2.19M | 0.05% | 86 |
|