GIA
GHP Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $692K | Sell |
2,421
-67
| -3% | -$19.1K | 0.03% | 284 |
|
|
2025
Q1 | $636K | Buy |
2,488
+16
| +0.6% | +$4.09K | 0.03% | 286 |
|
|
2024
Q4 | $712K | Sell |
2,472
-107
| -4% | -$30.8K | 0.03% | 282 |
|
|
2024
Q3 | $732K | Sell |
2,579
-47
| -2% | -$13.3K | 0.03% | 282 |
|
|
2024
Q2 | $690K | Sell |
2,626
-29
| -1% | -$7.62K | 0.03% | 281 |
|
|
2024
Q1 | $719K | Buy |
2,655
+5
| +0.2% | +$1.35K | 0.04% | 287 |
|
|
2023
Q4 | $668K | Sell |
2,650
-9
| -0.3% | -$2.27K | 0.04% | 286 |
|
|
2023
Q3 | $573K | Sell |
2,659
-91
| -3% | -$19.6K | 0.03% | 290 |
|
|
2023
Q2 | $662K | Sell |
2,750
-101
| -4% | -$24.3K | 0.04% | 289 |
|
|
2023
Q1 | $647K | Sell |
2,851
-9
| -0.3% | -$2.04K | 0.04% | 285 |
|
|
2022
Q4 | $613K | Sell |
2,860
-424
| -13% | -$90.9K | 0.04% | 294 |
|
|
2022
Q3 | $678K | Sell |
3,284
-215
| -6% | -$44.4K | 0.05% | 268 |
|
|
2022
Q2 | $722K | Sell |
3,499
-160
| -4% | -$33K | 0.05% | 259 |
|
|
2022
Q1 | $936K | Sell |
3,659
-212
| -5% | -$54.2K | 0.06% | 247 |
|
|
2021
Q4 | $1.13M | Sell |
3,871
-111
| -3% | -$32.5K | 0.08% | 208 |
|
|
2021
Q3 | $1.17M | Buy |
3,982
+276
| +7% | +$81K | 0.09% | 196 |
|
|
2021
Q2 | $1.16M | Buy |
3,706
+151
| +4% | +$47.1K | 0.09% | 189 |
|
|
2021
Q1 | $1.07M | Buy |
3,555
+55
| +2% | +$16.5K | 0.09% | 189 |
|
|
2020
Q4 | $1M | Buy |
3,500
+2
| +0.1% | +$574 | 0.1% | 185 |
|
|
2020
Q3 | $775K | Buy |
3,498
+167
| +5% | +$37K | 0.09% | 192 |
|
|
2020
Q2 | $689K | Buy |
3,331
+587
| +21% | +$121K | 0.09% | 195 |
|
|
2020
Q1 | $434K | Buy |
2,744
+1,087
| +66% | +$172K | 0.07% | 227 |
|
|
2019
Q4 | $355K | Buy |
1,657
+33
| +2% | +$7.07K | 0.04% | 258 |
|
|
2019
Q3 | $313K | Sell |
1,624
-404
| -20% | -$77.9K | 0.04% | 263 |
|
|
2019
Q2 | $407K | Buy |
2,028
+1
| +0% | +$201 | 0.05% | 245 |
|
|
2019
Q1 | $399K | Sell |
2,027
-24
| -1% | -$4.72K | 0.05% | 242 |
|
|
2018
Q4 | $345K | Buy |
2,051
+122
| +6% | +$20.5K | 0.05% | 242 |
|
|
2018
Q3 | $415K | Sell |
1,929
-581
| -23% | -$125K | 0.06% | 236 |
|
|
2018
Q2 | $513K | Sell |
2,510
-15
| -0.6% | -$3.07K | 0.07% | 226 |
|
|
2018
Q1 | $481K | Buy |
2,525
+2
| +0.1% | +$381 | 0.07% | 228 |
|
|
2017
Q4 | $471K | Sell |
2,523
-23
| -0.9% | -$4.29K | 0.07% | 232 |
|
|
2017
Q3 | $456K | Sell |
2,546
-336
| -12% | -$60.2K | 0.07% | 236 |
|
|
2017
Q2 | $486K | Hold |
2,882
| – | – | 0.08% | 227 |
|
|
2017
Q1 | $466K | Buy |
2,882
+17
| +0.6% | +$2.75K | 0.08% | 227 |
|
|
2016
Q4 | $441K | Buy |
2,865
+90
| +3% | +$13.9K | 0.08% | 227 |
|
|
2016
Q3 | $413K | Buy |
2,775
+28
| +1% | +$4.17K | 0.08% | 225 |
|
|
2016
Q2 | $377K | Buy |
2,747
+30
| +1% | +$4.12K | 0.08% | 233 |
|
|
2016
Q1 | $360K | Sell |
2,717
-195
| -7% | -$25.8K | 0.08% | 226 |
|
|
2015
Q4 | $406K | Buy |
2,912
+216
| +8% | +$30.1K | 0.1% | 210 |
|
|
2015
Q3 | $361K | Sell |
2,696
-801
| -23% | -$107K | 0.09% | 215 |
|
|
2015
Q2 | $536K | Sell |
3,497
-1,012
| -22% | -$155K | 0.13% | 173 |
|
|
2015
Q1 | $683K | Sell |
4,509
-209
| -4% | -$31.7K | 0.18% | 150 |
|
|
2014
Q4 | $672K | Buy |
4,718
+96
| +2% | +$13.7K | 0.19% | 146 |
|
|
2014
Q3 | $599K | Sell |
4,622
-73
| -2% | -$9.46K | 0.18% | 142 |
|
|
2014
Q2 | $650K | Buy |
4,695
+81
| +2% | +$11.2K | 0.19% | 133 |
|
|
2014
Q1 | $628K | Hold |
4,614
| – | – | 0.2% | 127 |
|
|
2013
Q4 | $625K | Buy |
4,614
+3
| +0.1% | +$406 | 0.21% | 124 |
|
|
2013
Q3 | $580K | Buy |
4,611
+251
| +6% | +$31.6K | 0.21% | 122 |
|
|
2013
Q2 | $486K | Buy |
+4,360
| New | +$486K | 0.19% | 126 |
|