Greatmark Investment 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 | $262K | Hold |
917
| – | – | 0.03% | 125 |
|
|
2025
Q1 | $234K | Hold |
917
| – | – | 0.03% | 125 |
|
|
2024
Q4 | $264K | Hold |
917
| – | – | 0.04% | 123 |
|
|
2024
Q3 | $260K | Hold |
917
| – | – | 0.04% | 117 |
|
|
2024
Q2 | $241K | Hold |
917
| – | – | 0.04% | 116 |
|
|
2024
Q1 | $248K | Hold |
917
| – | – | 0.04% | 114 |
|
|
2023
Q4 | $231K | Buy |
+917
| New | +$231K | 0.04% | 121 |
|
|
2023
Q3 | – | Sell |
-890
| Closed | -$216K | – | 131 |
|
|
2023
Q2 | $216K | Hold |
890
| – | – | 0.04% | 127 |
|
|
2023
Q1 | $202K | Buy |
+890
| New | +$202K | 0.04% | 126 |
|
|
2022
Q2 | – | Sell |
-890
| Closed | -$228K | – | 134 |
|
|
2022
Q1 | $228K | Hold |
890
| – | – | 0.04% | 125 |
|
|
2021
Q4 | $261K | Hold |
890
| – | – | 0.04% | 121 |
|
|
2021
Q3 | $261K | Hold |
890
| – | – | 0.05% | 121 |
|
|
2021
Q2 | $277K | Hold |
890
| – | – | 0.05% | 119 |
|
|
2021
Q1 | $268K | Hold |
890
| – | – | 0.05% | 118 |
|
|
2020
Q4 | $255K | Buy |
+890
| New | +$255K | 0.06% | 113 |
|
|
2019
Q2 | – | Sell |
-1,130
| Closed | -$222K | – | 130 |
|
|
2019
Q1 | $222K | Buy |
+1,130
| New | +$222K | 0.07% | 113 |
|
|
2018
Q4 | – | Sell |
-930
| Closed | -$200K | – | 125 |
|
|
2018
Q3 | $200K | Buy |
+930
| New | +$200K | 0.06% | 116 |
|