Financial Sense Advisors’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 | $340K | Sell |
1,189
-2,835
| -70% | -$810K | 0.08% | 105 |
|
|
2025
Q1 | $1.03M | Buy |
4,024
+469
| +13% | +$120K | 0.29% | 52 |
|
|
2024
Q4 | $1.02M | Buy |
+3,555
| New | +$1.02M | 0.34% | 51 |
|
|
2022
Q1 | – | Sell |
-1,392
| Closed | -$408K | – | 108 |
|
|
2021
Q4 | $408K | Buy |
1,392
+1
| +0.1% | +$293 | 0.14% | 77 |
|
|
2021
Q3 | $409K | Hold |
1,391
| – | – | 0.14% | 78 |
|
|
2021
Q2 | $434K | Sell |
1,391
-524
| -27% | -$163K | 0.14% | 78 |
|
|
2021
Q1 | $576K | Buy |
1,915
+1
| +0.1% | +$301 | 0.19% | 73 |
|
|
2020
Q4 | $549K | Buy |
+1,914
| New | +$549K | 0.2% | 71 |
|
|
2016
Q2 | – | Sell |
-1,647
| Closed | -$218K | – | 81 |
|
|
2016
Q1 | $218K | Sell |
1,647
-3,164
| -66% | -$419K | 0.13% | 73 |
|
|
2015
Q4 | $670K | Sell |
4,811
-845
| -15% | -$118K | 0.31% | 56 |
|
|
2015
Q3 | $758K | Buy |
+5,656
| New | +$758K | 0.52% | 40 |
|