First Heartland Consultants’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
Q1 | – | Sell |
-1,203
| Closed | -$346K | – | 460 |
|
|
2024
Q4 | $346K | Buy |
1,203
+307
| +34% | +$88.4K | 0.04% | 313 |
|
|
2024
Q3 | $254K | Buy |
896
+134
| +18% | +$38K | 0.03% | 377 |
|
|
2024
Q2 | $200 | Sell |
762
-292
| -28% | -$77 | 0.01% | 432 |
|
|
2024
Q1 | $285K | Buy |
+1,054
| New | +$285K | 0.03% | 345 |
|
|
2016
Q1 | – | Sell |
-4,332
| Closed | -$603K | – | 287 |
|
|
2015
Q4 | $603K | Sell |
4,332
-357
| -8% | -$49.7K | 0.23% | 117 |
|
|
2015
Q3 | $628K | Sell |
4,689
-2,060
| -31% | -$276K | 0.26% | 110 |
|
|
2015
Q2 | $1.04K | Buy |
6,749
+2,603
| +63% | +$402 | 0.28% | 65 |
|
|
2015
Q1 | $628K | Sell |
4,146
-3,292
| -44% | -$499K | 0.24% | 122 |
|
|
2014
Q4 | $1.06M | Sell |
7,438
-246
| -3% | -$35K | 0.44% | 62 |
|
|
2014
Q3 | $997K | Sell |
7,684
-1,635
| -18% | -$212K | 0.44% | 56 |
|
|
2014
Q2 | $1.29M | Buy |
9,319
+1,462
| +19% | +$202K | 0.58% | 50 |
|
|
2014
Q1 | $1.07M | Buy |
+7,857
| New | +$1.07M | 0.53% | 54 |
|
|
2013
Q3 | – | Sell |
-175
| Closed | -$20K | – | 298 |
|
|
2013
Q2 | $20K | Buy |
+175
| New | +$20K | 0.01% | 321 |
|