GHP Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $692K | Sell |
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|
2025
Q1 | $636K | Buy |
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|
2024
Q4 | $712K | Sell |
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|
2024
Q3 | $732K | Sell |
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|
2024
Q2 | $690K | Sell |
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|
2024
Q1 | $719K | Buy |
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|
2023
Q4 | $668K | Sell |
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|
2023
Q3 | $573K | Sell |
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|
2023
Q2 | $662K | Sell |
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|
2023
Q1 | $647K | Sell |
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|
2022
Q4 | $613K | Sell |
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|
2022
Q3 | $678K | Sell |
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|
2022
Q2 | $722K | Sell |
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|
2022
Q1 | $936K | Sell |
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|
2021
Q4 | $1.13M | Sell |
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|
2021
Q3 | $1.17M | Buy |
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|
2021
Q2 | $1.16M | Buy |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $1M | Buy |
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|
2020
Q3 | $775K | Buy |
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|
2020
Q2 | $689K | Buy |
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|
2020
Q1 | $434K | Buy |
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|
2019
Q4 | $355K | Buy |
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|
2019
Q3 | $313K | Sell |
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|
2019
Q2 | $407K | Buy |
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|
2019
Q1 | $399K | Sell |
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|
2018
Q4 | $345K | Buy |
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|
2018
Q3 | $415K | Sell |
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|
2018
Q2 | $513K | Sell |
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|
2018
Q1 | $481K | Buy |
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|
2017
Q4 | $471K | Sell |
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|
2017
Q3 | $456K | Sell |
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|
2017
Q2 | $486K | Hold |
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|
2017
Q1 | $466K | Buy |
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|
2016
Q4 | $441K | Buy |
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|
2016
Q3 | $413K | Buy |
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|
2016
Q2 | $377K | Buy |
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|
2016
Q1 | $360K | Sell |
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|
2015
Q4 | $406K | Buy |
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|
2015
Q3 | $361K | Sell |
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|
2015
Q2 | $536K | Sell |
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|
2015
Q1 | $683K | Sell |
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|
2014
Q4 | $672K | Buy |
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|
2014
Q3 | $599K | Sell |
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|
2014
Q2 | $650K | Buy |
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|
2014
Q1 | $628K | Hold |
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|
2013
Q4 | $625K | Buy |
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|
2013
Q3 | $580K | Buy |
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|
2013
Q2 | $486K | Buy |
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