Genesee Capital Advisors’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 | $526K | Hold |
1,840
| – | – | 0.24% | 75 |
|
|
2025
Q1 | $470K | Hold |
1,840
| – | – | 0.24% | 79 |
|
|
2024
Q4 | $530K | Hold |
1,840
| – | – | 0.25% | 76 |
|
|
2024
Q3 | $523K | Hold |
1,840
| – | – | 0.25% | 76 |
|
|
2024
Q2 | $483K | Hold |
1,840
| – | – | 0.24% | 76 |
|
|
2024
Q1 | $498K | Hold |
1,840
| – | – | 0.27% | 70 |
|
|
2023
Q4 | $464K | Hold |
1,840
| – | – | 0.29% | 67 |
|
|
2023
Q3 | $412K | Hold |
1,840
| – | – | 0.3% | 67 |
|
|
2023
Q2 | $446K | Hold |
1,840
| – | – | 0.3% | 61 |
|
|
2023
Q1 | $417K | Hold |
1,840
| – | – | 0.3% | 60 |
|
|
2022
Q4 | $395K | Hold |
1,840
| – | – | 0.29% | 60 |
|
|
2022
Q3 | $380K | Hold |
1,840
| – | – | 0.29% | 61 |
|
|
2022
Q2 | $380K | Hold |
1,840
| – | – | 0.27% | 67 |
|
|
2022
Q1 | $471K | Hold |
1,840
| – | – | 0.25% | 74 |
|
|
2021
Q4 | $539K | Hold |
1,840
| – | – | 0.26% | 73 |
|
|
2021
Q3 | $540K | Buy |
+1,840
| New | +$540K | 0.27% | 72 |
|
|
2021
Q2 | – | Sell |
-1,840
| Closed | -$553K | – | 88 |
|
|
2021
Q1 | $553K | Buy |
+1,840
| New | +$553K | 0.33% | 61 |
|