Glenview Trust’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 | $807K | Hold |
2,822
| – | – | 0.01% | 306 |
|
|
2025
Q1 | $721K | Sell |
2,822
-328
| -10% | -$83.8K | 0.01% | 309 |
|
|
2024
Q4 | $907K | Sell |
3,150
-111
| -3% | -$31.9K | 0.02% | 285 |
|
|
2024
Q3 | $926K | Sell |
3,261
-268
| -8% | -$76.1K | 0.02% | 277 |
|
|
2024
Q2 | $926K | Buy |
3,529
+33
| +0.9% | +$8.66K | 0.02% | 260 |
|
|
2024
Q1 | $947K | Sell |
3,496
-30
| -0.9% | -$8.12K | 0.02% | 262 |
|
|
2023
Q4 | $889K | Buy |
3,526
+427
| +14% | +$108K | 0.02% | 259 |
|
|
2023
Q3 | $695K | Hold |
3,099
| – | – | 0.02% | 269 |
|
|
2023
Q2 | $752K | Sell |
3,099
-450
| -13% | -$109K | 0.02% | 265 |
|
|
2023
Q1 | $805K | Buy |
3,549
+850
| +31% | +$193K | 0.02% | 252 |
|
|
2022
Q4 | $579K | Hold |
2,699
| – | – | 0.02% | 284 |
|
|
2022
Q3 | $558K | Hold |
2,699
| – | – | 0.02% | 259 |
|
|
2022
Q2 | $557K | Buy |
2,699
+14
| +0.5% | +$2.89K | 0.02% | 263 |
|
|
2022
Q1 | $687K | Hold |
2,685
| – | – | 0.02% | 250 |
|
|
2021
Q4 | $787K | Hold |
2,685
| – | – | 0.03% | 229 |
|
|
2021
Q3 | $788K | Hold |
2,685
| – | – | 0.03% | 214 |
|
|
2021
Q2 | $837K | Buy |
2,685
+133
| +5% | +$41.5K | 0.03% | 204 |
|
|
2021
Q1 | $767K | Hold |
2,552
| – | – | 0.03% | 206 |
|
|
2020
Q4 | $732K | Sell |
2,552
-118
| -4% | -$33.8K | 0.03% | 200 |
|
|
2020
Q3 | $591K | Buy |
2,670
+45
| +2% | +$9.96K | 0.03% | 213 |
|
|
2020
Q2 | $543K | Sell |
2,625
-451
| -15% | -$93.3K | 0.03% | 219 |
|
|
2020
Q1 | $487K | Hold |
3,076
| – | – | 0.03% | 210 |
|
|
2019
Q4 | $659K | Hold |
3,076
| – | – | 0.04% | 210 |
|
|
2019
Q3 | $593K | Buy |
3,076
+429
| +16% | +$82.7K | 0.04% | 224 |
|
|
2019
Q2 | $532K | Hold |
2,647
| – | – | 0.03% | 227 |
|
|
2019
Q1 | $521K | Hold |
2,647
| – | – | 0.03% | 229 |
|
|
2018
Q4 | $445K | Hold |
2,647
| – | – | 0.03% | 236 |
|
|
2018
Q3 | $569K | Buy |
2,647
+175
| +7% | +$37.6K | 0.04% | 221 |
|
|
2018
Q2 | $505K | Hold |
2,472
| – | – | 0.04% | 208 |
|
|
2018
Q1 | $471K | Buy |
2,472
+72
| +3% | +$13.7K | 0.03% | 239 |
|
|
2017
Q4 | $448K | Hold |
2,400
| – | – | 0.03% | 253 |
|
|
2017
Q3 | $430K | Buy |
+2,400
| New | +$430K | 0.03% | 247 |
|