EWA
EP Wealth 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 | $7.35M | Buy |
25,702
+202
| +0.8% | +$57.7K | 0.05% | 217 |
|
|
2025
Q1 | $6.52M | Sell |
25,500
-757
| -3% | -$193K | 0.05% | 192 |
|
|
2024
Q4 | $7.56M | Buy |
26,257
+5
| +0% | +$1.44K | 0.06% | 175 |
|
|
2024
Q3 | $7.46M | Buy |
26,252
+2,526
| +11% | +$717K | 0.06% | 181 |
|
|
2024
Q2 | $6.23M | Sell |
23,726
-366
| -2% | -$96.1K | 0.07% | 162 |
|
|
2024
Q1 | $6.52M | Sell |
24,092
-635
| -3% | -$172K | 0.08% | 147 |
|
|
2023
Q4 | $6.24M | Buy |
24,727
+1,797
| +8% | +$453K | 0.08% | 138 |
|
|
2023
Q3 | $5.14M | Buy |
22,930
+12,930
| +129% | +$2.9M | 0.08% | 143 |
|
|
2023
Q2 | $5.83M | Sell |
10,000
-55,053
| -85% | -$32.1M | 0.08% | 137 |
|
|
2023
Q1 | $8.91M | Buy |
65,053
+42,579
| +189% | +$5.83M | 0.15% | 99 |
|
|
2022
Q4 | $4.82M | Buy |
22,474
+514
| +2% | +$110K | 0.09% | 127 |
|
|
2022
Q3 | $4.54M | Sell |
21,960
-3,232
| -13% | -$668K | 0.1% | 120 |
|
|
2022
Q2 | $5.2M | Buy |
25,192
+1,907
| +8% | +$393K | 0.12% | 103 |
|
|
2022
Q1 | $5.96M | Buy |
23,285
+4,574
| +24% | +$1.17M | 0.13% | 97 |
|
|
2021
Q4 | $5.48M | Sell |
18,711
-1,940
| -9% | -$568K | 0.13% | 97 |
|
|
2021
Q3 | $6.06M | Sell |
20,651
-2,918
| -12% | -$857K | 0.17% | 81 |
|
|
2021
Q2 | $7.35M | Sell |
23,569
-338
| -1% | -$105K | 0.2% | 77 |
|
|
2021
Q1 | $7.19M | Buy |
23,907
+70
| +0.3% | +$21.1K | 0.23% | 73 |
|
|
2020
Q4 | $6.83M | Sell |
23,837
-203
| -0.8% | -$58.2K | 0.24% | 64 |
|
|
2020
Q3 | $5.33M | Sell |
24,040
-5,348
| -18% | -$1.18M | 0.23% | 61 |
|
|
2020
Q2 | $6.08M | Sell |
29,388
-1,028
| -3% | -$213K | 0.26% | 63 |
|
|
2020
Q1 | $4.81M | Buy |
30,416
+1,856
| +6% | +$294K | 0.24% | 71 |
|
|
2019
Q4 | $6.12M | Buy |
28,560
+13,139
| +85% | +$2.81M | 0.25% | 77 |
|
|
2019
Q3 | $2.97M | Buy |
15,421
+525
| +4% | +$101K | 0.15% | 86 |
|
|
2019
Q2 | $2.99M | Sell |
14,896
-1,727
| -10% | -$347K | 0.19% | 61 |
|
|
2019
Q1 | $3.27M | Sell |
16,623
-3,458
| -17% | -$680K | 0.31% | 52 |
|
|
2018
Q4 | $3.37M | Buy |
20,081
+17,522
| +685% | +$2.94M | 0.26% | 59 |
|
|
2018
Q3 | $550K | Buy |
2,559
+611
| +31% | +$131K | 0.04% | 167 |
|
|
2018
Q2 | $398K | Buy |
1,948
+156
| +9% | +$31.9K | 0.04% | 135 |
|
|
2018
Q1 | $342K | Buy |
1,792
+48
| +3% | +$9.16K | 0.03% | 147 |
|
|
2017
Q4 | $326K | Buy |
1,744
+310
| +22% | +$57.9K | 0.03% | 137 |
|
|
2017
Q3 | $257K | Buy |
1,434
+84
| +6% | +$15.1K | 0.03% | 147 |
|
|
2017
Q2 | $228K | Buy |
1,350
+10
| +0.7% | +$1.69K | 0.03% | 167 |
|
|
2017
Q1 | $217K | Sell |
1,340
-273
| -17% | -$44.2K | 0.03% | 146 |
|
|
2016
Q4 | $225K | Buy |
+1,613
| New | +$225K | 0.03% | 128 |
|
|
2016
Q3 | – | Sell |
-1,864
| Closed | -$256K | – | 140 |
|
|
2016
Q2 | $256K | Buy |
+1,864
| New | +$256K | 0.04% | 106 |
|