HB Wealth Management’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 | $6.15M | Buy |
21,525
+833
| +4% | +$238K | 0.05% | 191 |
|
|
2025
Q1 | $5.29M | Sell |
20,692
-2,278
| -10% | -$582K | 0.04% | 219 |
|
|
2024
Q4 | $6.61M | Buy |
22,970
+2,514
| +12% | +$724K | 0.07% | 135 |
|
|
2024
Q3 | $5.81M | Buy |
20,456
+1,884
| +10% | +$535K | 0.06% | 141 |
|
|
2024
Q2 | $4.88M | Sell |
18,572
-442
| -2% | -$116K | 0.06% | 153 |
|
|
2024
Q1 | $5.15M | Buy |
19,014
+2,802
| +17% | +$759K | 0.06% | 146 |
|
|
2023
Q4 | $4.09M | Sell |
16,212
-187
| -1% | -$47.2K | 0.06% | 156 |
|
|
2023
Q3 | $3.68M | Sell |
16,399
-303
| -2% | -$67.9K | 0.06% | 151 |
|
|
2023
Q2 | $4.05M | Buy |
16,702
+2,775
| +20% | +$673K | 0.06% | 143 |
|
|
2023
Q1 | $3.16M | Buy |
13,927
+1,412
| +11% | +$320K | 0.05% | 156 |
|
|
2022
Q4 | $2.68M | Buy |
12,515
+1,095
| +10% | +$235K | 0.05% | 168 |
|
|
2022
Q3 | $2.36M | Buy |
11,420
+1,636
| +17% | +$338K | 0.05% | 161 |
|
|
2022
Q2 | $2.02M | Buy |
9,784
+1,806
| +23% | +$373K | 0.04% | 174 |
|
|
2022
Q1 | $2.04M | Buy |
7,978
+2,990
| +60% | +$765K | 0.04% | 180 |
|
|
2021
Q4 | $1.46M | Buy |
+4,988
| New | +$1.46M | 0.03% | 189 |
|