Global Retirement Partners’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 | $281K | Buy |
+982
| New | +$281K | 0.01% | 937 |
|
|
2024
Q4 | $371K | Buy |
1,290
+221
| +21% | +$63.6K | 0.01% | 727 |
|
|
2024
Q3 | $304K | Buy |
1,069
+37
| +4% | +$10.5K | 0.01% | 774 |
|
|
2024
Q2 | $271K | Sell |
1,032
-31
| -3% | -$8.14K | 0.01% | 786 |
|
|
2024
Q1 | $288K | Buy |
1,063
+81
| +8% | +$21.9K | 0.01% | 668 |
|
|
2023
Q4 | $237K | Sell |
982
-967
| -50% | -$233K | 0.01% | 692 |
|
|
2023
Q3 | $425K | Buy |
1,949
+74
| +4% | +$16.1K | 0.02% | 469 |
|
|
2023
Q2 | $455K | Buy |
1,875
+146
| +8% | +$35.4K | 0.02% | 457 |
|
|
2023
Q1 | $385K | Buy |
1,729
+369
| +27% | +$82.1K | 0.02% | 483 |
|
|
2022
Q4 | $292K | Buy |
1,360
+15
| +1% | +$3.22K | 0.02% | 495 |
|
|
2022
Q3 | $304K | Sell |
1,345
-1
| -0.1% | -$226 | 0.02% | 466 |
|
|
2022
Q2 | $278K | Hold |
1,346
| – | – | 0.02% | 483 |
|
|
2022
Q1 | $279K | Buy |
+1,346
| New | +$279K | 0.02% | 483 |
|
|
2021
Q4 | – | Sell |
-1,321
| Closed | -$388K | – | 1038 |
|
|
2021
Q3 | $388K | Sell |
1,321
-493
| -27% | -$145K | 0.04% | 340 |
|
|
2021
Q2 | $565K | Buy |
1,814
+540
| +42% | +$168K | 0.06% | 270 |
|
|
2021
Q1 | $383K | Sell |
1,274
-2
| -0.2% | -$601 | 0.04% | 305 |
|
|
2020
Q4 | $366K | Sell |
1,276
-200
| -14% | -$57.4K | 0.05% | 287 |
|
|
2020
Q3 | $327K | Sell |
1,476
-70
| -5% | -$15.5K | 0.05% | 283 |
|
|
2020
Q2 | $320K | Buy |
1,546
+6
| +0.4% | +$1.24K | 0.05% | 282 |
|
|
2020
Q1 | $244K | Sell |
1,540
-116
| -7% | -$18.4K | 0.05% | 284 |
|
|
2019
Q4 | $355K | Sell |
1,656
-54
| -3% | -$11.6K | 0.05% | 280 |
|
|
2019
Q3 | $330K | Buy |
1,710
+33
| +2% | +$6.37K | 0.05% | 278 |
|
|
2019
Q2 | $337K | Sell |
1,677
-164
| -9% | -$33K | 0.06% | 242 |
|
|
2019
Q1 | $362K | Sell |
1,841
-6
| -0.3% | -$1.18K | 0.09% | 200 |
|
|
2018
Q4 | $310K | Sell |
1,847
-94
| -5% | -$15.8K | 0.08% | 225 |
|
|
2018
Q3 | $418K | Sell |
1,941
-94
| -5% | -$20.2K | 0.09% | 192 |
|
|
2018
Q2 | $416K | Buy |
2,035
+36
| +2% | +$7.36K | 0.11% | 186 |
|
|
2018
Q1 | $381K | Sell |
1,999
-1
| -0.1% | -$191 | 0.11% | 190 |
|
|
2017
Q4 | $373K | Sell |
2,000
-58
| -3% | -$10.8K | 0.1% | 179 |
|
|
2017
Q3 | $368K | Sell |
2,058
-90
| -4% | -$16.1K | 0.15% | 131 |
|
|
2017
Q2 | $363K | Buy |
2,148
+167
| +8% | +$28.2K | 0.17% | 122 |
|
|
2017
Q1 | $320K | Buy |
1,981
+107
| +6% | +$17.3K | 0.18% | 116 |
|
|
2016
Q4 | $288K | Buy |
+1,874
| New | +$288K | 0.19% | 104 |
|