Gladstone Institutional Advisory’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 | $561K | Buy |
1,962
+25
| +1% | +$7.15K | 0.02% | 467 |
|
|
2025
Q1 | $495K | Buy |
1,937
+435
| +29% | +$111K | 0.02% | 469 |
|
|
2024
Q4 | $432K | Buy |
1,502
+85
| +6% | +$24.5K | 0.02% | 500 |
|
|
2024
Q3 | $403K | Hold |
1,417
| – | – | 0.02% | 509 |
|
|
2024
Q2 | $372K | Sell |
1,417
-10
| -0.7% | -$2.63K | 0.02% | 489 |
|
|
2024
Q1 | $386K | Buy |
1,427
+60
| +4% | +$16.3K | 0.02% | 476 |
|
|
2023
Q4 | $345K | Sell |
1,367
-42
| -3% | -$10.6K | 0.02% | 495 |
|
|
2023
Q3 | $316K | Buy |
1,409
+23
| +2% | +$5.16K | 0.02% | 478 |
|
|
2023
Q2 | $336K | Buy |
1,386
+21
| +2% | +$5.1K | 0.02% | 498 |
|
|
2023
Q1 | $310K | Sell |
1,365
-8
| -0.6% | -$1.82K | 0.02% | 511 |
|
|
2022
Q4 | $295K | Sell |
1,373
-79
| -5% | -$16.9K | 0.02% | 501 |
|
|
2022
Q3 | $300K | Buy |
1,452
+8
| +0.6% | +$1.65K | 0.02% | 494 |
|
|
2022
Q2 | $298K | Sell |
1,444
-139
| -9% | -$28.7K | 0.02% | 509 |
|
|
2022
Q1 | $405K | Sell |
1,583
-176
| -10% | -$45K | 0.03% | 474 |
|
|
2021
Q4 | $516K | Buy |
1,759
+77
| +5% | +$22.6K | 0.04% | 375 |
|
|
2021
Q3 | $494K | Buy |
1,682
+92
| +6% | +$27K | 0.05% | 328 |
|
|
2021
Q2 | $496K | Buy |
1,590
+24
| +2% | +$7.49K | 0.06% | 300 |
|
|
2021
Q1 | $471K | Buy |
1,566
+699
| +81% | +$210K | 0.07% | 241 |
|
|
2020
Q4 | $249K | Buy |
+867
| New | +$249K | 0.05% | 258 |
|
|
2020
Q3 | – | Sell |
-1,118
| Closed | -$231K | – | 287 |
|
|
2020
Q2 | $231K | Sell |
1,118
-824
| -42% | -$170K | 0.06% | 198 |
|
|
2020
Q1 | $307K | Sell |
1,942
-233
| -11% | -$36.8K | 0.08% | 187 |
|
|
2019
Q4 | $466K | Sell |
2,175
-6
| -0.3% | -$1.29K | 0.11% | 146 |
|
|
2019
Q3 | $420K | Sell |
2,181
-31
| -1% | -$5.97K | 0.11% | 165 |
|
|
2019
Q2 | $445K | Sell |
2,212
-144
| -6% | -$29K | 0.14% | 155 |
|
|
2019
Q1 | $463K | Sell |
2,356
-46
| -2% | -$9.04K | 0.17% | 113 |
|
|
2018
Q4 | $403K | Buy |
+2,402
| New | +$403K | 0.23% | 98 |
|