DFA
DHJJ Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $997K | Hold |
3,489
| – | – | 0.36% | 54 |
|
|
2025
Q1 | $892K | Hold |
3,489
| – | – | 0.36% | 49 |
|
|
2024
Q4 | $1M | Hold |
3,489
| – | – | 0.39% | 49 |
|
|
2024
Q3 | $991K | Sell |
3,489
-5,306
| -60% | -$1.51M | 0.39% | 45 |
|
|
2024
Q2 | $2.31M | Sell |
8,795
-64
| -0.7% | -$16.8K | 0.98% | 21 |
|
|
2024
Q1 | $2.4M | Sell |
8,859
-274
| -3% | -$74.2K | 1.06% | 20 |
|
|
2023
Q4 | $2.3M | Sell |
9,133
-363
| -4% | -$91.6K | 1.08% | 20 |
|
|
2023
Q3 | $2.13M | Sell |
9,496
-112
| -1% | -$25.1K | 1.08% | 18 |
|
|
2023
Q2 | $2.33M | Sell |
9,608
-33
| -0.3% | -$8.01K | 1.21% | 17 |
|
|
2023
Q1 | $2.19M | Sell |
9,641
-31
| -0.3% | -$7.03K | 1.19% | 17 |
|
|
2022
Q4 | $2.07M | Sell |
9,672
-52
| -0.5% | -$11.2K | 1.19% | 18 |
|
|
2022
Q3 | $2.01M | Sell |
9,724
-434
| -4% | -$89.7K | 1.17% | 20 |
|
|
2022
Q2 | $2.1M | Buy |
10,158
+456
| +5% | +$94.1K | 1.17% | 20 |
|
|
2022
Q1 | $2.51M | Sell |
9,702
-16
| -0.2% | -$4.14K | 1.2% | 19 |
|
|
2021
Q4 | $2.86M | Sell |
9,718
-2,189
| -18% | -$643K | 1.34% | 19 |
|
|
2021
Q3 | $3.5M | Sell |
11,907
-42
| -0.4% | -$12.3K | 1.81% | 12 |
|
|
2021
Q2 | $3.72M | Sell |
11,949
-14
| -0.1% | -$4.36K | 1.97% | 11 |
|
|
2021
Q1 | $3.6M | Sell |
11,963
-817
| -6% | -$246K | 2.08% | 11 |
|
|
2020
Q4 | $3.66M | Buy |
+12,780
| New | +$3.66M | 2.3% | 11 |
|