Financial Perspectives’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 | $173K | Buy |
605
+28
| +5% | +$8K | 0.05% | 163 |
|
|
2025
Q1 | $147K | Buy |
577
+1
| +0.2% | +$256 | 0.05% | 168 |
|
|
2024
Q4 | $166K | Buy |
576
+2
| +0.3% | +$576 | 0.06% | 156 |
|
|
2024
Q3 | $163K | Buy |
574
+1
| +0.2% | +$284 | 0.06% | 154 |
|
|
2024
Q2 | $150K | Buy |
573
+16
| +3% | +$4.2K | 0.06% | 161 |
|
|
2024
Q1 | $151K | Hold |
557
| – | – | 0.06% | 162 |
|
|
2023
Q4 | $140K | Buy |
557
+3
| +0.5% | +$756 | 0.06% | 165 |
|
|
2023
Q3 | $124K | Hold |
554
| – | – | 0.06% | 164 |
|
|
2023
Q2 | $135K | Buy |
554
+1
| +0.2% | +$243 | 0.06% | 157 |
|
|
2023
Q1 | $126K | Buy |
553
+62
| +13% | +$14.1K | 0.06% | 159 |
|
|
2022
Q4 | $105K | Sell |
491
-150
| -23% | -$32.2K | 0.05% | 168 |
|
|
2022
Q3 | $132K | Buy |
641
+2
| +0.3% | +$413 | 0.07% | 150 |
|
|
2022
Q2 | $132K | Buy |
639
+411
| +180% | +$84.7K | 0.07% | 151 |
|
|
2022
Q1 | $58.3K | Buy |
228
+56
| +33% | +$14.3K | 0.03% | 240 |
|
|
2021
Q4 | $50.3K | Buy |
172
+31
| +22% | +$9.07K | 0.02% | 243 |
|
|
2021
Q3 | $41.5K | Hold |
141
| – | – | 0.02% | 256 |
|
|
2021
Q2 | $44.1K | Sell |
141
-42,347
| -100% | -$13.2M | 0.02% | 272 |
|
|
2021
Q1 | $141K | Buy |
42,488
+42,385
| +41,150% | +$141K | 0.01% | 436 |
|
|
2020
Q4 | $29.6K | Hold |
103
| – | – | 0.02% | 285 |
|
|
2020
Q3 | $22.8K | Hold |
103
| – | – | 0.02% | 273 |
|
|
2020
Q2 | $21.3K | Buy |
103
+25
| +32% | +$5.17K | 0.02% | 267 |
|
|
2020
Q1 | $12.3K | Hold |
78
| – | – | 0.01% | 301 |
|
|
2019
Q4 | $16.6K | Buy |
+78
| New | +$16.6K | 0.01% | 286 |
|