Ground Swell Capital’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
Q1 | – | Sell |
-3,155
| Closed | -$908K | – | 200 |
|
|
2024
Q4 | $908K | Buy |
+3,155
| New | +$908K | 1.37% | 9 |
|
|
2024
Q1 | – | Sell |
-3,521
| Closed | -$888K | – | 95 |
|
|
2023
Q4 | $888K | Buy |
+3,521
| New | +$888K | 3.27% | 5 |
|
|
2022
Q1 | – | Sell |
-1,129
| Closed | -$331K | – | 90 |
|
|
2021
Q4 | $331K | Sell |
1,129
-11,562
| -91% | -$3.39M | 1.92% | 14 |
|
|
2021
Q3 | $3.73M | Buy |
+12,691
| New | +$3.73M | 16.05% | 1 |
|