Evoke Wealth’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 | $383K | Hold |
1,341
| – | – | 0.01% | 386 |
|
|
2025
Q1 | $343K | Hold |
1,341
| – | – | 0.01% | 326 |
|
|
2024
Q4 | $386K | Hold |
1,341
| – | – | 0.01% | 304 |
|
|
2024
Q3 | $381K | Buy |
+1,341
| New | +$381K | 0.01% | 298 |
|
|
2024
Q2 | – | Sell |
-1,341
| Closed | -$363K | – | 244 |
|
|
2024
Q1 | $363K | Buy |
+1,341
| New | +$363K | 0.01% | 300 |
|
|
2023
Q4 | – | Sell |
-1,341
| Closed | -$301K | – | 219 |
|
|
2023
Q3 | $301K | Hold |
1,341
| – | – | 0.01% | 292 |
|
|
2023
Q2 | $325K | Buy |
+1,341
| New | +$325K | 0.01% | 272 |
|
|
2022
Q4 | – | Sell |
-929
| Closed | -$192K | – | 755 |
|
|
2022
Q3 | $192K | Hold |
929
| – | – | 0.01% | 330 |
|
|
2022
Q2 | $192K | Sell |
929
-2,525
| -73% | -$522K | 0.01% | 318 |
|
|
2022
Q1 | $883K | Sell |
3,454
-20,864
| -86% | -$5.33M | 0.03% | 189 |
|
|
2021
Q4 | $7.13M | Buy |
24,318
+23,477
| +2,792% | +$6.88M | 0.22% | 57 |
|
|
2021
Q3 | $246K | Hold |
841
| – | – | 0.01% | 309 |
|
|
2021
Q2 | $262K | Sell |
841
-230
| -21% | -$71.7K | 0.01% | 312 |
|
|
2021
Q1 | $322K | Buy |
1,071
+471
| +79% | +$142K | 0.01% | 258 |
|
|
2020
Q4 | $172K | Hold |
600
| – | – | 0.01% | 245 |
|
|
2020
Q3 | $133K | Hold |
600
| – | – | 0.01% | 250 |
|
|
2020
Q2 | $124K | Hold |
600
| – | – | 0.01% | 244 |
|
|
2020
Q1 | $94.9K | Buy |
+600
| New | +$94.9K | 0.01% | 266 |
|
|
2019
Q4 | – | Sell |
-600
| Closed | -$116K | – | 1352 |
|
|
2019
Q3 | $116K | Buy |
+600
| New | +$116K | 0.01% | 344 |
|