Financial Advocates Investment 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 | $292K | Sell |
1,023
-1
| -0.1% | -$286 | 0.02% | 503 |
|
|
2025
Q1 | $262K | Sell |
1,024
-934
| -48% | -$239K | 0.02% | 591 |
|
|
2024
Q4 | $564K | Sell |
1,958
-44
| -2% | -$12.7K | 0.03% | 419 |
|
|
2024
Q3 | $569K | Sell |
2,002
-21
| -1% | -$5.97K | 0.03% | 426 |
|
|
2024
Q2 | $531K | Sell |
2,023
-65
| -3% | -$17.1K | 0.03% | 422 |
|
|
2024
Q1 | $565K | Sell |
2,088
-28
| -1% | -$7.58K | 0.03% | 429 |
|
|
2023
Q4 | $534K | Sell |
2,116
-134
| -6% | -$33.8K | 0.03% | 418 |
|
|
2023
Q3 | $504K | Buy |
2,250
+32
| +1% | +$7.17K | 0.04% | 406 |
|
|
2023
Q2 | $538K | Sell |
2,218
-27
| -1% | -$6.55K | 0.04% | 382 |
|
|
2023
Q1 | $509K | Sell |
2,245
-369
| -14% | -$83.7K | 0.04% | 420 |
|
|
2022
Q4 | $561K | Sell |
2,614
-36
| -1% | -$7.72K | 0.04% | 419 |
|
|
2022
Q3 | $548K | Sell |
2,650
-96
| -3% | -$19.9K | 0.05% | 388 |
|
|
2022
Q2 | $566K | Sell |
2,746
-119
| -4% | -$24.5K | 0.05% | 377 |
|
|
2022
Q1 | $732K | Buy |
2,865
+98
| +4% | +$25K | 0.05% | 362 |
|
|
2021
Q4 | $811K | Sell |
2,767
-234
| -8% | -$68.6K | 0.05% | 370 |
|
|
2021
Q3 | $881K | Sell |
3,001
-2,271
| -43% | -$667K | 0.06% | 335 |
|
|
2021
Q2 | $1.4M | Buy |
5,272
+821
| +18% | +$218K | 0.09% | 254 |
|
|
2021
Q1 | $1.34M | Sell |
4,451
-1,183
| -21% | -$356K | 0.09% | 245 |
|
|
2020
Q4 | $1.3M | Buy |
5,634
+1,169
| +26% | +$270K | 0.09% | 253 |
|
|
2020
Q3 | $989K | Sell |
4,465
-3,768
| -46% | -$835K | 0.08% | 243 |
|
|
2020
Q2 | $1.1M | Buy |
8,233
+4,005
| +95% | +$536K | 0.1% | 224 |
|
|
2020
Q1 | $668K | Sell |
4,228
-1,235
| -23% | -$195K | 0.1% | 229 |
|
|
2019
Q4 | $1.17M | Buy |
5,463
+467
| +9% | +$100K | 0.12% | 191 |
|
|
2019
Q3 | $963K | Sell |
4,996
-910
| -15% | -$175K | 0.11% | 190 |
|
|
2019
Q2 | $1.19M | Sell |
5,906
-1,122
| -16% | -$225K | 0.14% | 165 |
|
|
2019
Q1 | $1.38M | Sell |
7,028
-31
| -0.4% | -$6.1K | 0.17% | 141 |
|
|
2018
Q4 | $1.19M | Sell |
7,059
-1,322
| -16% | -$222K | 0.16% | 148 |
|
|
2018
Q3 | $1.8M | Sell |
8,381
-8,926
| -52% | -$1.92M | 0.2% | 120 |
|
|
2018
Q2 | $3.57M | Buy |
17,307
+9,013
| +109% | +$1.86M | 0.43% | 58 |
|
|
2018
Q1 | $1.58M | Sell |
8,294
-123
| -1% | -$23.4K | 0.21% | 109 |
|
|
2017
Q4 | $1.57M | Buy |
+8,417
| New | +$1.57M | 0.21% | 100 |
|