Equitable Holdings’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 | $4.94M | Buy |
17,265
+903
| +6% | +$258K | 0.04% | 329 |
|
2025
Q1 | $4.18M | Buy |
16,362
+1,461
| +10% | +$373K | 0.04% | 329 |
|
2024
Q4 | $4.29M | Buy |
14,901
+539
| +4% | +$155K | 0.04% | 313 |
|
2024
Q3 | $4.08M | Buy |
14,362
+1,171
| +9% | +$333K | 0.04% | 318 |
|
2024
Q2 | $3.46M | Sell |
13,191
-3,200
| -20% | -$840K | 0.04% | 337 |
|
2024
Q1 | $4.44M | Buy |
16,391
+1,979
| +14% | +$536K | 0.05% | 262 |
|
2023
Q4 | $3.63M | Buy |
14,412
+8,676
| +151% | +$2.19M | 0.04% | 277 |
|
2023
Q3 | $1.29M | Buy |
5,736
+900
| +19% | +$202K | 0.02% | 474 |
|
2023
Q2 | $1.17M | Sell |
4,836
-1,248
| -21% | -$303K | 0.02% | 479 |
|
2023
Q1 | $1.38M | Buy |
6,084
+205
| +3% | +$46.5K | 0.02% | 411 |
|
2022
Q4 | $1.26M | Buy |
5,879
+431
| +8% | +$92.5K | 0.02% | 389 |
|
2022
Q3 | $1.13M | Sell |
5,448
-292
| -5% | -$60.4K | 0.02% | 381 |
|
2022
Q2 | $1.18M | Sell |
5,740
-1,598
| -22% | -$330K | 0.02% | 370 |
|
2022
Q1 | $1.88M | Buy |
7,338
+2,868
| +64% | +$734K | 0.03% | 294 |
|
2021
Q4 | $1.31M | Buy |
4,470
+382
| +9% | +$112K | 0.02% | 353 |
|
2021
Q3 | $1.2M | Sell |
4,088
-12,115
| -75% | -$3.56M | 0.02% | 343 |
|
2021
Q2 | $5.05M | Buy |
16,203
+588
| +4% | +$183K | 0.09% | 143 |
|
2021
Q1 | $4.7M | Buy |
15,615
+1,307
| +9% | +$393K | 0.1% | 140 |
|
2020
Q4 | $4.1M | Buy |
14,308
+555
| +4% | +$159K | 0.09% | 144 |
|
2020
Q3 | $3.05M | Sell |
13,753
-255
| -2% | -$56.5K | 0.08% | 152 |
|
2020
Q2 | $2.9M | Buy |
14,008
+1,694
| +14% | +$350K | 0.08% | 145 |
|
2020
Q1 | $1.95M | Buy |
12,314
+567
| +5% | +$89.7K | 0.07% | 171 |
|
2019
Q4 | $2.52M | Buy |
+11,747
| New | +$2.52M | 0.07% | 159 |
|