Diversified Portfolios Inc’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 | $445K | Hold |
1,555
| – | – | 0.04% | 121 |
|
|
2025
Q1 | $397K | Hold |
1,555
| – | – | 0.04% | 115 |
|
|
2024
Q4 | $448K | Hold |
1,555
| – | – | 0.05% | 112 |
|
|
2024
Q3 | $442K | Buy |
1,555
+38
| +3% | +$10.8K | 0.05% | 109 |
|
|
2024
Q2 | $398K | Buy |
1,517
+20
| +1% | +$5.25K | 0.05% | 109 |
|
|
2024
Q1 | $405K | Buy |
1,497
+4
| +0.3% | +$1.08K | 0.06% | 105 |
|
|
2023
Q4 | $377K | Buy |
1,493
+23
| +2% | +$5.8K | 0.06% | 105 |
|
|
2023
Q3 | $330K | Hold |
1,470
| – | – | 0.06% | 101 |
|
|
2023
Q2 | $357K | Sell |
1,470
-94
| -6% | -$22.8K | 0.07% | 102 |
|
|
2023
Q1 | $355K | Buy |
+1,564
| New | +$355K | 0.08% | 105 |
|
|
2022
Q1 | – | Sell |
-770
| Closed | -$226K | – | 142 |
|
|
2021
Q4 | $226K | Hold |
770
| – | – | 0.05% | 124 |
|
|
2021
Q3 | $226K | Hold |
770
| – | – | 0.06% | 110 |
|
|
2021
Q2 | $240K | Hold |
770
| – | – | 0.09% | 97 |
|
|
2021
Q1 | $232K | Hold |
770
| – | – | 0.08% | 91 |
|
|
2020
Q4 | $221K | Buy |
+770
| New | +$221K | 0.08% | 87 |
|
|
2017
Q1 | – | Sell |
-1,816
| Closed | -$280K | – | 53 |
|
|
2016
Q4 | $280K | Buy |
+1,816
| New | +$280K | 0.17% | 35 |
|
|
2016
Q3 | – | Sell |
-1,930
| Closed | -$265K | – | 50 |
|
|
2016
Q2 | $265K | Buy |
1,930
+70
| +4% | +$9.61K | 0.17% | 39 |
|
|
2016
Q1 | $247K | Sell |
1,860
-345
| -16% | -$45.8K | 0.16% | 38 |
|
|
2015
Q4 | $307K | Hold |
2,205
| – | – | 0.2% | 32 |
|
|
2015
Q3 | $295K | Sell |
2,205
-100
| -4% | -$13.4K | 0.2% | 36 |
|
|
2015
Q2 | $347K | Hold |
2,305
| – | – | 0.22% | 32 |
|
|
2015
Q1 | $349K | Hold |
2,305
| – | – | 0.22% | 35 |
|
|
2014
Q4 | $328K | Buy |
+2,305
| New | +$328K | 0.19% | 55 |
|