HBK Sorce Advisory’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.07M | Buy |
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|
2025
Q2 | $830K | Sell |
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|
2025
Q1 | $762K | Sell |
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|
2024
Q4 | $932K | Buy |
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|
2024
Q3 | $840K | Sell |
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|
2024
Q2 | $839K | Sell |
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|
2024
Q1 | $900K | Buy |
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|
2023
Q4 | $832K | Buy |
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|
2023
Q3 | $694K | Sell |
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|
2023
Q2 | $831K | Sell |
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|
2023
Q1 | $885K | Sell |
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|
2022
Q4 | $2.89M | Buy |
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|
2022
Q3 | $2.14M | Buy |
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|
2022
Q2 | $2.13M | Buy |
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|
2022
Q1 | $1.95M | Buy |
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|
2021
Q4 | $1.66M | Buy |
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|
2021
Q3 | $1.47M | Buy |
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|
2021
Q2 | $1.52M | Buy |
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|
2021
Q1 | $942K | Sell |
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|
2020
Q4 | $1.11M | Sell |
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|
2020
Q3 | $1.06M | Sell |
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|
2020
Q2 | $1.1M | Buy |
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|
2020
Q1 | $623K | Sell |
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|
2019
Q4 | $1.24M | Sell |
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|
2019
Q3 | $1.17M | Sell |
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|
2019
Q2 | $1.28M | Buy |
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|
2019
Q1 | $1.04M | Sell |
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|
2018
Q4 | $1.59M | Buy |
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|
2018
Q3 | $913K | Buy |
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|
2018
Q2 | $826K | Sell |
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|
2018
Q1 | $844K | Buy |
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|
2017
Q4 | $816K | Buy |
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|
2017
Q3 | $724K | Sell |
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|
2017
Q2 | $779K | Buy |
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|
2017
Q1 | $666K | Sell |
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|
2016
Q4 | $643K | Buy |
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|
2016
Q3 | $613K | Sell |
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|
2016
Q2 | $878K | Buy |
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|
2016
Q1 | $608K | Buy |
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|
2015
Q4 | $576K | Buy |
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|
2015
Q3 | $465K | Buy |
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|
2015
Q2 | $518K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $461K | Sell |
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|
2014
Q3 | $447K | Buy |
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|
2014
Q2 | $451K | Hold |
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|
2014
Q1 | $443K | Hold |
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|
2013
Q4 | $441K | Sell |
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|
2013
Q3 | $410K | Sell |
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|
2013
Q2 | $726K | Buy |
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