EPG 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 | $26.6K | Hold |
93
| – | – | 0.01% | 245 |
|
|
2025
Q1 | $23.8K | Hold |
93
| – | – | 0.01% | 325 |
|
|
2024
Q4 | $26.8K | Sell |
93
-17
| -15% | -$4.89K | 0.01% | 330 |
|
|
2024
Q3 | $31.1K | Buy |
+110
| New | +$31.1K | 0.01% | 329 |
|
|
2024
Q2 | – | Sell |
-110
| Closed | -$29.7K | – | 352 |
|
|
2024
Q1 | $29.7K | Buy |
110
+1
| +0.9% | +$270 | 0.01% | 344 |
|
|
2023
Q4 | $27.2K | Buy |
109
+1
| +0.9% | +$250 | 0.01% | 335 |
|
|
2023
Q3 | $24.3K | Hold |
108
| – | – | 0.01% | 332 |
|
|
2023
Q2 | $26.3K | Hold |
108
| – | – | 0.01% | 321 |
|
|
2023
Q1 | $24.6K | Buy |
108
+60
| +125% | +$13.7K | 0.01% | 327 |
|
|
2022
Q4 | $10.4K | Hold |
48
| – | – | ﹤0.01% | 328 |
|
|
2022
Q3 | $10K | Buy |
+48
| New | +$10K | ﹤0.01% | 333 |
|
|
2022
Q2 | – | Sell |
-91
| Closed | -$23K | – | 309 |
|
|
2022
Q1 | $23K | Hold |
91
| – | – | 0.01% | 328 |
|
|
2021
Q4 | $27K | Hold |
91
| – | – | 0.01% | 325 |
|
|
2021
Q3 | $27K | Buy |
+91
| New | +$27K | 0.01% | 301 |
|
|
2020
Q2 | – | Sell |
-111
| Closed | -$18K | – | 463 |
|
|
2020
Q1 | $18K | Hold |
111
| – | – | 0.01% | 412 |
|
|
2019
Q4 | $24K | Buy |
+111
| New | +$24K | 0.02% | 320 |
|