HighTower Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $20M | Sell |
69,792
-1,129
| -2% | -$323K | 0.03% | 561 |
|
2025
Q1 | $18.1M | Sell |
70,921
-1,090
| -2% | -$279K | 0.02% | 567 |
|
2024
Q4 | $20.7M | Buy |
72,011
+4,841
| +7% | +$1.39M | 0.03% | 512 |
|
2024
Q3 | $19.1M | Sell |
67,170
-6,150
| -8% | -$1.75M | 0.03% | 533 |
|
2024
Q2 | $19.3M | Sell |
73,320
-28,282
| -28% | -$7.43M | 0.03% | 510 |
|
2024
Q1 | $27.5M | Buy |
101,602
+12,953
| +15% | +$3.51M | 0.04% | 400 |
|
2023
Q4 | $22.4M | Buy |
88,649
+2,829
| +3% | +$715K | 0.04% | 444 |
|
2023
Q3 | $19.2M | Sell |
85,820
-40
| -0% | -$8.96K | 0.04% | 460 |
|
2023
Q2 | $20.8M | Buy |
85,860
+6,432
| +8% | +$1.56M | 0.04% | 415 |
|
2023
Q1 | $18M | Sell |
79,428
-4,559
| -5% | -$1.03M | 0.04% | 434 |
|
2022
Q4 | $18M | Buy |
83,987
+9,204
| +12% | +$1.97M | 0.04% | 425 |
|
2022
Q3 | $15.4M | Sell |
74,783
-2,519
| -3% | -$520K | 0.04% | 417 |
|
2022
Q2 | $15.9M | Sell |
77,302
-2,384
| -3% | -$492K | 0.04% | 412 |
|
2022
Q1 | $20.4M | Sell |
79,686
-5,352
| -6% | -$1.37M | 0.05% | 372 |
|
2021
Q4 | $24.9M | Buy |
85,038
+7,479
| +10% | +$2.19M | 0.05% | 329 |
|
2021
Q3 | $22.8M | Buy |
77,559
+3,645
| +5% | +$1.07M | 0.06% | 309 |
|
2021
Q2 | $23M | Buy |
73,914
+1,077
| +1% | +$336K | 0.07% | 280 |
|
2021
Q1 | $21.9M | Sell |
72,837
-7,137
| -9% | -$2.15M | 0.07% | 288 |
|
2020
Q4 | $22.9M | Buy |
79,974
+25,077
| +46% | +$7.19M | 0.1% | 220 |
|
2020
Q3 | $12.2M | Buy |
54,897
+435
| +0.8% | +$96.3K | 0.06% | 296 |
|
2020
Q2 | $11.3M | Sell |
54,462
-330
| -0.6% | -$68.3K | 0.06% | 290 |
|
2020
Q1 | $8.67M | Sell |
54,792
-12,777
| -19% | -$2.02M | 0.06% | 306 |
|
2019
Q4 | $14.5M | Buy |
67,569
+2,479
| +4% | +$530K | 0.09% | 251 |
|
2019
Q3 | $12.6M | Buy |
65,090
+1,504
| +2% | +$290K | 0.07% | 285 |
|
2019
Q2 | $12.8M | Sell |
63,586
-10,731
| -14% | -$2.15M | 0.08% | 280 |
|
2019
Q1 | $14.6M | Sell |
74,317
-498
| -0.7% | -$97.9K | 0.1% | 220 |
|
2018
Q4 | $12.6M | Sell |
74,815
-29,751
| -28% | -$5M | 0.1% | 214 |
|
2018
Q3 | $22.5M | Sell |
104,566
-2,178
| -2% | -$468K | 0.16% | 136 |
|
2018
Q2 | $21.8M | Buy |
106,744
+22,158
| +26% | +$4.53M | 0.17% | 124 |
|
2018
Q1 | $16.1M | Buy |
84,586
+25,615
| +43% | +$4.88M | 0.14% | 166 |
|
2017
Q4 | $11M | Buy |
58,971
+55,668
| +1,685% | +$10.4M | 0.09% | 239 |
|
2017
Q3 | $597K | Sell |
3,303
-25,582
| -89% | -$4.62M | 0.01% | 1347 |
|
2017
Q2 | $4.88M | Buy |
28,885
+7,476
| +35% | +$1.26M | 0.04% | 469 |
|
2017
Q1 | $3.46M | Buy |
+21,409
| New | +$3.46M | 0.03% | 561 |
|
2016
Q2 | – | Hold |
0
| – | – | – | 1838 |
|
2016
Q1 | – | Hold |
0
| – | – | – | 2040 |
|
2015
Q4 | – | Sell |
-9,036
| Closed | -$1.21M | – | 2041 |
|
2015
Q3 | $1.21M | Sell |
9,036
-287,645
| -97% | -$38.5M | 0.02% | 803 |
|
2015
Q2 | $45.9M | Buy |
296,681
+293,311
| +8,704% | +$45.3M | 0.73% | 23 |
|
2015
Q1 | $511K | Sell |
3,370
-10,236
| -75% | -$1.55M | 0.01% | 1058 |
|
2014
Q4 | $1.94M | Sell |
13,606
-159,310
| -92% | -$22.7M | 0.03% | 590 |
|
2014
Q3 | $22.4M | Buy |
172,916
+167,135
| +2,891% | +$21.7M | 0.38% | 48 |
|
2014
Q2 | $822K | Buy |
5,781
+156
| +3% | +$22.2K | 0.01% | 880 |
|
2014
Q1 | $765K | Buy |
5,625
+1,874
| +50% | +$255K | 0.01% | 831 |
|
2013
Q4 | $508K | Buy |
+3,751
| New | +$508K | 0.01% | 955 |
|