Foundations Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Sell |
1,104
-719
| -39% | -$206K | 0.01% | 722 |
|
|
2025
Q1 | $466K | Sell |
1,823
-19,133
| -91% | -$4.89M | 0.01% | 599 |
|
|
2024
Q4 | $6.03M | Buy |
20,956
+19,537
| +1,377% | +$5.62M | 0.12% | 160 |
|
|
2024
Q3 | $403K | Sell |
1,419
-9,176
| -87% | -$2.61M | 0.01% | 566 |
|
|
2024
Q2 | $2.78M | Buy |
10,595
+370
| +4% | +$97.1K | 0.07% | 207 |
|
|
2024
Q1 | $2.77M | Buy |
10,225
+4,043
| +65% | +$1.09M | 0.07% | 205 |
|
|
2023
Q4 | $1.54M | Buy |
6,182
+4,909
| +386% | +$1.22M | 0.04% | 254 |
|
|
2023
Q3 | $285K | Buy |
+1,273
| New | +$285K | 0.01% | 520 |
|
|
2019
Q2 | – | Sell |
-76,671
| Closed | -$15.1M | – | 126 |
|
|
2019
Q1 | $15.1M | Buy |
+76,671
| New | +$15.1M | 2.62% | 14 |
|