Forum Financial Management’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 | $448K | Buy |
1,566
+3
| +0.2% | +$858 | 0.01% | 461 |
|
|
2025
Q1 | $399K | Buy |
1,563
+400
| +34% | +$102K | 0.01% | 455 |
|
|
2024
Q4 | $335K | Hold |
1,163
| – | – | 0.01% | 547 |
|
|
2024
Q3 | $330K | Hold |
1,163
| – | – | 0.01% | 470 |
|
|
2024
Q2 | $305K | Hold |
1,163
| – | – | 0.01% | 469 |
|
|
2024
Q1 | $315K | Sell |
1,163
-954
| -45% | -$258K | 0.01% | 483 |
|
|
2023
Q4 | $534K | Sell |
2,117
-204
| -9% | -$51.5K | 0.01% | 276 |
|
|
2023
Q3 | $520K | Hold |
2,321
| – | – | 0.01% | 272 |
|
|
2023
Q2 | $563K | Sell |
2,321
-41
| -2% | -$9.95K | 0.01% | 270 |
|
|
2023
Q1 | $536K | Buy |
2,362
+75
| +3% | +$17K | 0.02% | 247 |
|
|
2022
Q4 | $491K | Buy |
2,287
+3
| +0.1% | +$644 | 0.02% | 259 |
|
|
2022
Q3 | $472K | Buy |
2,284
+48
| +2% | +$9.92K | 0.02% | 226 |
|
|
2022
Q2 | $461K | Hold |
2,236
| – | – | 0.02% | 248 |
|
|
2022
Q1 | $571K | Buy |
2,236
+18
| +0.8% | +$4.6K | 0.03% | 214 |
|
|
2021
Q4 | $650K | Buy |
+2,218
| New | +$650K | 0.03% | 190 |
|