Heartwood Wealth Advisors’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 |
985
| – | – | 0.03% | 152 |
|
|
2025
Q1 | $252K | Buy |
985
+154
| +19% | +$39.4K | 0.03% | 158 |
|
|
2024
Q4 | $239K | Hold |
831
| – | – | 0.03% | 153 |
|
|
2024
Q3 | $236K | Hold |
831
| – | – | 0.03% | 159 |
|
|
2024
Q2 | $218K | Hold |
831
| – | – | 0.03% | 163 |
|
|
2024
Q1 | $225K | Buy |
831
+12
| +1% | +$3.25K | 0.03% | 143 |
|
|
2023
Q4 | $207K | Buy |
+819
| New | +$207K | 0.03% | 141 |
|