Geneos 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 | $2.43M | Sell |
8,514
-9,120
| -52% | -$2.61M | 0.06% | 332 |
|
|
2025
Q1 | $4.51M | Buy |
17,634
+9,421
| +115% | +$2.41M | 0.06% | 319 |
|
|
2024
Q4 | $2.36M | Sell |
8,213
-43
| -0.5% | -$12.4K | 0.08% | 267 |
|
|
2024
Q3 | $2.34M | Buy |
8,256
+680
| +9% | +$193K | 0.09% | 261 |
|
|
2024
Q2 | $1.99M | Sell |
7,576
-195
| -3% | -$51.2K | 0.09% | 250 |
|
|
2024
Q1 | $2.1M | Buy |
7,771
+191
| +3% | +$51.7K | 0.1% | 243 |
|
|
2023
Q4 | $1.91M | Sell |
7,580
-18
| -0.2% | -$4.54K | 0.09% | 240 |
|
|
2023
Q3 | $1.7M | Buy |
7,598
+122
| +2% | +$27.3K | 0.09% | 242 |
|
|
2023
Q2 | $1.81M | Sell |
7,476
-165
| -2% | -$40K | 0.1% | 225 |
|
|
2023
Q1 | $1.73M | Buy |
7,641
+89
| +1% | +$20.2K | 0.11% | 216 |
|
|
2022
Q4 | $1.62M | Buy |
7,552
+37
| +0.5% | +$7.94K | 0.1% | 205 |
|
|
2022
Q3 | $1.55M | Sell |
7,515
-253
| -3% | -$52.3K | 0.11% | 193 |
|
|
2022
Q2 | $1.62M | Sell |
7,768
-81
| -1% | -$16.9K | 0.08% | 235 |
|
|
2022
Q1 | $2.01M | Sell |
7,849
-214
| -3% | -$54.7K | 0.09% | 223 |
|
|
2021
Q4 | $2.36M | Sell |
8,063
-1,196
| -13% | -$351K | 0.09% | 227 |
|
|
2021
Q3 | $2.76M | Buy |
9,259
+146
| +2% | +$43.5K | 0.11% | 199 |
|
|
2021
Q2 | $2.83M | Sell |
9,113
-1,015
| -10% | -$316K | 0.11% | 196 |
|
|
2021
Q1 | $3.11M | Hold |
10,128
| – | – | 0.09% | 229 |
|
|
2020
Q4 | $2.99M | Buy |
10,128
+1,667
| +20% | +$491K | 0.12% | 184 |
|
|
2020
Q3 | $1.83M | Sell |
8,461
-505
| -6% | -$109K | 0.1% | 206 |
|
|
2020
Q2 | $1.8M | Sell |
8,966
-500
| -5% | -$100K | 0.1% | 200 |
|
|
2020
Q1 | $1.47M | Buy |
9,466
+138
| +1% | +$21.4K | 0.1% | 200 |
|
|
2019
Q4 | $2M | Buy |
9,328
+188
| +2% | +$40.4K | 0.11% | 204 |
|
|
2019
Q3 | $1.76M | Sell |
9,140
-105
| -1% | -$20.2K | 0.1% | 197 |
|
|
2019
Q2 | $1.86M | Buy |
9,245
+740
| +9% | +$149K | 0.12% | 183 |
|
|
2019
Q1 | $1.67M | Sell |
8,505
-21
| -0.2% | -$4.13K | 0.11% | 193 |
|
|
2018
Q4 | $1.42M | Buy |
8,526
+333
| +4% | +$55.3K | 0.1% | 196 |
|
|
2018
Q3 | $1.76M | Buy |
8,193
+293
| +4% | +$63K | 0.12% | 189 |
|
|
2018
Q2 | $1.61M | Sell |
7,900
-317
| -4% | -$64.8K | 0.13% | 162 |
|
|
2018
Q1 | $1.57M | Sell |
8,217
-109
| -1% | -$20.8K | 0.14% | 152 |
|
|
2017
Q4 | $1.55M | Buy |
8,326
+17
| +0.2% | +$3.17K | 0.14% | 156 |
|
|
2017
Q3 | $1.49M | Sell |
8,309
-490
| -6% | -$87.7K | 0.15% | 147 |
|
|
2017
Q2 | $1.49M | Buy |
8,799
+234
| +3% | +$39.5K | 0.15% | 144 |
|
|
2017
Q1 | $1.38M | Buy |
8,565
+187
| +2% | +$30.2K | 0.14% | 139 |
|
|
2016
Q4 | $1.29M | Buy |
8,378
+439
| +6% | +$67.5K | 0.17% | 131 |
|
|
2016
Q3 | $1.18M | Buy |
7,939
+890
| +13% | +$133K | 0.16% | 138 |
|
|
2016
Q2 | $971K | Sell |
7,049
-340
| -5% | -$46.8K | 0.14% | 156 |
|
|
2016
Q1 | $987K | Buy |
+7,389
| New | +$987K | 0.15% | 152 |
|