Focus Partners Wealth’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 | $19.5M | Sell |
68,292
-33
| -0% | -$9.43K | 0.04% | 363 |
|
2025
Q1 | $17.5M | Sell |
68,325
-59,330
| -46% | -$15.2M | 0.04% | 357 |
|
2024
Q4 | $36.7M | Buy |
127,655
+115,896
| +986% | +$33.4M | 0.1% | 205 |
|
2024
Q3 | $3.34M | Sell |
11,759
-116,559
| -91% | -$33.1M | 0.01% | 652 |
|
2024
Q2 | $34.9M | Buy |
128,318
+65,051
| +103% | +$17.7M | 0.12% | 171 |
|
2024
Q1 | $17.1M | Buy |
63,267
+59,320
| +1,503% | +$16.1M | 0.14% | 163 |
|
2023
Q4 | $996K | Buy |
+3,947
| New | +$996K | 0.01% | 452 |
|