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