Greenleaf 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 | $282K | Hold |
987
| – | – | ﹤0.01% | 649 |
|
|
2025
Q1 | $252K | Sell |
987
-37
| -4% | -$9.46K | ﹤0.01% | 699 |
|
|
2024
Q4 | $295K | Buy |
1,024
+94
| +10% | +$27.1K | ﹤0.01% | 657 |
|
|
2024
Q3 | $264K | Hold |
930
| – | – | ﹤0.01% | 708 |
|
|
2024
Q2 | $244K | Sell |
930
-2
| -0.2% | -$525 | ﹤0.01% | 686 |
|
|
2024
Q1 | $252K | Buy |
932
+2
| +0.2% | +$542 | ﹤0.01% | 661 |
|
|
2023
Q4 | $235K | Buy |
+930
| New | +$235K | ﹤0.01% | 664 |
|
|
2023
Q3 | – | Sell |
-850
| Closed | -$206K | – | 769 |
|
|
2023
Q2 | $206K | Buy |
+850
| New | +$206K | ﹤0.01% | 720 |
|
|
2022
Q2 | – | Sell |
-850
| Closed | -$217K | – | 751 |
|
|
2022
Q1 | $217K | Sell |
850
-33
| -4% | -$8.43K | ﹤0.01% | 702 |
|
|
2021
Q4 | $259K | Buy |
883
+175
| +25% | +$51.3K | ﹤0.01% | 647 |
|
|
2021
Q3 | $208K | Hold |
708
| – | – | ﹤0.01% | 688 |
|
|
2021
Q2 | $221K | Buy |
708
+33
| +5% | +$10.3K | ﹤0.01% | 674 |
|
|
2021
Q1 | $203K | Buy |
+675
| New | +$203K | ﹤0.01% | 689 |
|
|
2020
Q3 | – | Sell |
-993
| Closed | -$205K | – | 576 |
|
|
2020
Q2 | $205K | Sell |
993
-1,995
| -67% | -$412K | ﹤0.01% | 506 |
|
|
2020
Q1 | $473K | Sell |
2,988
-83
| -3% | -$13.1K | 0.01% | 250 |
|
|
2019
Q4 | $658K | Hold |
3,071
| – | – | 0.01% | 233 |
|
|
2019
Q3 | $592K | Buy |
3,071
+1,849
| +151% | +$356K | 0.01% | 248 |
|
|
2019
Q2 | $245K | Sell |
1,222
-193
| -14% | -$38.7K | ﹤0.01% | 456 |
|
|
2019
Q1 | $278K | Buy |
1,415
+147
| +12% | +$28.9K | ﹤0.01% | 401 |
|
|
2018
Q4 | $213K | Sell |
1,268
-545
| -30% | -$91.6K | ﹤0.01% | 437 |
|
|
2018
Q3 | $390K | Hold |
1,813
| – | – | 0.01% | 333 |
|
|
2018
Q2 | $370K | Hold |
1,813
| – | – | 0.01% | 332 |
|
|
2018
Q1 | $346K | Hold |
1,813
| – | – | 0.01% | 304 |
|
|
2017
Q4 | $338K | Buy |
+1,813
| New | +$338K | 0.01% | 313 |
|