Founders Financial Alliance’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 | $21.7K | Buy |
76
+22
| +41% | +$6.29K | ﹤0.01% | 431 |
|
2025
Q1 | $13.8K | Hold |
54
| – | – | ﹤0.01% | 514 |
|
2024
Q4 | $15.5K | Buy |
54
+15
| +38% | +$4.32K | ﹤0.01% | 455 |
|
2024
Q3 | $11.1K | Buy |
39
+16
| +70% | +$4.54K | ﹤0.01% | 488 |
|
2024
Q2 | $6.04K | Hold |
23
| – | – | ﹤0.01% | 502 |
|
2024
Q1 | $6.23K | Hold |
23
| – | – | ﹤0.01% | 507 |
|
2023
Q4 | $5.8K | Hold |
23
| – | – | ﹤0.01% | 461 |
|
2023
Q3 | $5.16K | Hold |
23
| – | – | ﹤0.01% | 445 |
|
2023
Q2 | $5.58K | Hold |
23
| – | – | ﹤0.01% | 469 |
|
2023
Q1 | $5.22K | Hold |
23
| – | – | ﹤0.01% | 421 |
|
2022
Q4 | $4.93K | Hold |
23
| – | – | ﹤0.01% | 445 |
|
2022
Q3 | $5K | Sell |
23
-152
| -87% | -$33K | ﹤0.01% | 440 |
|
2022
Q2 | $36K | Buy |
175
+152
| +661% | +$31.3K | 0.02% | 366 |
|
2022
Q1 | $6K | Hold |
23
| – | – | ﹤0.01% | 409 |
|
2021
Q4 | $7K | Hold |
23
| – | – | ﹤0.01% | 445 |
|
2021
Q3 | $7K | Hold |
23
| – | – | ﹤0.01% | 417 |
|
2021
Q2 | $7K | Hold |
23
| – | – | ﹤0.01% | 438 |
|
2021
Q1 | $6K | Hold |
23
| – | – | ﹤0.01% | 424 |
|
2020
Q4 | $6K | Hold |
23
| – | – | ﹤0.01% | 384 |
|
2020
Q3 | $5K | Buy |
+23
| New | +$5K | ﹤0.01% | 978 |
|