Financial Engines Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $81.8M | Buy |
286,203
+13,468
| +5% | +$3.85M | 0.16% | 44 |
|
2025
Q1 | $69.7M | Buy |
272,735
+5,128
| +2% | +$1.31M | 0.15% | 45 |
|
2024
Q4 | $77M | Sell |
267,607
-23,797
| -8% | -$6.85M | 0.16% | 44 |
|
2024
Q3 | $82.8M | Sell |
291,404
-20,657
| -7% | -$5.87M | 0.17% | 42 |
|
2024
Q2 | $81.9M | Sell |
312,061
-1,902
| -0.6% | -$499K | 0.18% | 43 |
|
2024
Q1 | $85M | Sell |
313,963
-10,134
| -3% | -$2.74M | 0.19% | 42 |
|
2023
Q4 | $81.7M | Sell |
324,097
-2,355
| -0.7% | -$594K | 0.19% | 42 |
|
2023
Q3 | $73.3M | Sell |
326,452
-6,851
| -2% | -$1.54M | 0.19% | 42 |
|
2023
Q2 | $80.9M | Sell |
333,303
-3,910
| -1% | -$949K | 0.21% | 42 |
|
2023
Q1 | $76.5M | Buy |
337,213
+1,166
| +0.3% | +$264K | 0.2% | 42 |
|
2022
Q4 | $72.1M | Sell |
336,047
-3,332
| -1% | -$715K | 0.21% | 45 |
|
2022
Q3 | $70.1M | Sell |
339,379
-2,350
| -0.7% | -$485K | 0.23% | 41 |
|
2022
Q2 | $70.5M | Buy |
341,729
+2,977
| +0.9% | +$614K | 0.21% | 43 |
|
2022
Q1 | $86.6M | Buy |
338,752
+41,896
| +14% | +$10.7M | 0.23% | 39 |
|
2021
Q4 | $87M | Buy |
296,856
+11,750
| +4% | +$3.44M | 0.23% | 44 |
|
2021
Q3 | $83.7M | Sell |
285,106
-4,276
| -1% | -$1.26M | 0.25% | 43 |
|
2021
Q2 | $90.2M | Sell |
289,382
-2,693
| -0.9% | -$839K | 0.26% | 40 |
|
2021
Q1 | $87.8M | Sell |
292,075
-69,498
| -19% | -$20.9M | 0.27% | 41 |
|
2020
Q4 | $104M | Sell |
361,573
-70,026
| -16% | -$20.1M | 0.35% | 37 |
|
2020
Q3 | $95.6M | Sell |
431,599
-103,660
| -19% | -$23M | 0.38% | 36 |
|
2020
Q2 | $111M | Sell |
535,259
-88,970
| -14% | -$18.4M | 0.48% | 35 |
|
2020
Q1 | $98.7M | Sell |
624,229
-75,928
| -11% | -$12M | 0.53% | 28 |
|
2019
Q4 | $150M | Sell |
700,157
-19,284
| -3% | -$4.13M | 0.73% | 22 |
|
2019
Q3 | $139M | Buy |
719,441
+11,191
| +2% | +$2.16M | 0.75% | 22 |
|
2019
Q2 | $142M | Sell |
708,250
-2,115
| -0.3% | -$425K | 0.83% | 21 |
|
2019
Q1 | $140M | Buy |
710,365
+11,638
| +2% | +$2.29M | 0.76% | 20 |
|
2018
Q4 | $117M | Buy |
+698,727
| New | +$117M | 0.81% | 23 |
|