Freestone Capital Holdings’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 | $955K | Sell |
3,342
-6
| -0.2% | -$1.72K | 0.03% | 223 |
|
|
2025
Q1 | $856K | Sell |
3,348
-562
| -14% | -$144K | 0.03% | 222 |
|
|
2024
Q4 | $1.13M | Buy |
3,910
+74
| +2% | +$21.3K | 0.04% | 204 |
|
|
2024
Q3 | $1.09M | Sell |
3,836
-41
| -1% | -$11.6K | 0.04% | 203 |
|
|
2024
Q2 | $1.02M | Sell |
3,877
-273
| -7% | -$71.7K | 0.04% | 209 |
|
|
2024
Q1 | $1.12M | Buy |
4,150
+517
| +14% | +$140K | 0.04% | 195 |
|
|
2023
Q4 | $916K | Buy |
3,633
+911
| +33% | +$230K | 0.04% | 212 |
|
|
2023
Q3 | $610K | Buy |
2,722
+797
| +41% | +$179K | 0.03% | 222 |
|
|
2023
Q2 | $467K | Buy |
+1,925
| New | +$467K | 0.02% | 259 |
|
|
2021
Q1 | – | Sell |
-41
| Closed | -$11.8K | – | 748 |
|
|
2020
Q4 | $11.8K | Hold |
41
| – | – | ﹤0.01% | 821 |
|
|
2020
Q3 | $9.08K | Buy |
+41
| New | +$9.08K | ﹤0.01% | 763 |
|