FSA Wealth 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 | $10.4M | Buy |
36,439
+1,395
| +4% | +$399K | 4.06% | 6 |
|
|
2025
Q1 | $8.95M | Buy |
35,044
+336
| +1% | +$85.9K | 3.8% | 7 |
|
|
2024
Q4 | $9.99M | Sell |
34,708
-379
| -1% | -$109K | 4.06% | 6 |
|
|
2024
Q3 | $9.96M | Buy |
+35,087
| New | +$9.96M | 3.98% | 6 |
|
|
2024
Q1 | $9.29M | Buy |
34,322
+1,099
| +3% | +$298K | 4.04% | 6 |
|
|
2023
Q4 | $8.38M | Buy |
33,223
+141
| +0.4% | +$35.6K | 3.98% | 7 |
|
|
2023
Q3 | $7.42M | Sell |
33,082
-14
| -0% | -$3.14K | 4.15% | 6 |
|
|
2023
Q2 | $8.03M | Buy |
33,096
+151
| +0.5% | +$36.6K | 4.33% | 6 |
|
|
2023
Q1 | $7.47M | Buy |
32,945
+314
| +1% | +$71.2K | 4.34% | 6 |
|
|
2022
Q4 | $7M | Buy |
32,631
+4,348
| +15% | +$933K | 4.07% | 8 |
|
|
2022
Q3 | $5.84M | Buy |
28,283
+26,612
| +1,593% | +$5.5M | 4.09% | 7 |
|
|
2022
Q2 | $345K | Sell |
1,671
-19,808
| -92% | -$4.09M | 0.96% | 15 |
|
|
2022
Q1 | $6.29M | Hold |
21,479
| – | – | 3.67% | 8 |
|
|
2021
Q4 | $6.29M | Sell |
21,479
-111
| -0.5% | -$32.5K | 3.67% | 8 |
|
|
2021
Q3 | $6.34M | Buy |
21,590
+31
| +0.1% | +$9.1K | 3.94% | 8 |
|
|
2021
Q2 | $6.72M | Sell |
21,559
-273
| -1% | -$85.1K | 4.22% | 7 |
|
|
2021
Q1 | $6.57M | Sell |
21,832
-8,159
| -27% | -$2.45M | 4.39% | 8 |
|
|
2020
Q4 | $8.6M | Buy |
29,991
+1,936
| +7% | +$555K | 4.3% | 6 |
|
|
2020
Q3 | $6.22M | Buy |
28,055
+3,862
| +16% | +$856K | 3.99% | 6 |
|
|
2020
Q2 | $5.01M | Buy |
24,193
+3,301
| +16% | +$683K | 3.41% | 6 |
|
|
2020
Q1 | $3.31M | Buy |
20,892
+1,678
| +9% | +$265K | 2.77% | 8 |
|
|
2019
Q4 | $4.12M | Buy |
+19,214
| New | +$4.12M | 2.9% | 10 |
|