Fiduciary Alliance’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 | $786K | Sell |
2,749
-643
| -19% | -$184K | 0.06% | 257 |
|
|
2025
Q1 | $867K | Buy |
3,392
+1,798
| +113% | +$459K | 0.09% | 182 |
|
|
2024
Q4 | $459K | Buy |
1,594
+52
| +3% | +$15K | 0.05% | 245 |
|
|
2024
Q3 | $438K | Buy |
+1,542
| New | +$438K | 0.06% | 169 |
|
|
2023
Q3 | – | Sell |
-41
| Closed | -$9.95K | – | 556 |
|
|
2023
Q2 | $9.95K | Buy |
+41
| New | +$9.95K | ﹤0.01% | 562 |
|
|
2023
Q1 | – | Sell |
-51
| Closed | -$10.9K | – | 497 |
|
|
2022
Q4 | $10.9K | Buy |
+51
| New | +$10.9K | ﹤0.01% | 394 |
|