Holland Advisory Services’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 | $287K | Buy |
1,004
+1
| +0.1% | +$286 | 0.42% | 35 |
|
|
2025
Q1 | $256K | Buy |
1,003
+2
| +0.2% | +$511 | 0.39% | 34 |
|
|
2024
Q4 | $288K | Buy |
1,001
+3
| +0.3% | +$864 | 0.38% | 33 |
|
|
2024
Q3 | $283K | Sell |
998
-65
| -6% | -$18.5K | 0.37% | 34 |
|
|
2024
Q2 | $279K | Buy |
1,063
+2
| +0.2% | +$525 | 0.34% | 35 |
|
|
2024
Q1 | $287K | Buy |
1,061
+1
| +0.1% | +$271 | 0.31% | 32 |
|
|
2023
Q4 | $267K | Sell |
1,060
-233
| -18% | -$58.8K | 0.31% | 32 |
|
|
2023
Q3 | $290K | Sell |
1,293
-38
| -3% | -$8.52K | 0.37% | 26 |
|
|
2023
Q2 | $323K | Buy |
1,331
+2
| +0.2% | +$485 | 0.41% | 19 |
|
|
2023
Q1 | $302K | Buy |
1,329
+2
| +0.2% | +$454 | 0.35% | 21 |
|
|
2022
Q4 | $285K | Buy |
1,327
+4
| +0.3% | +$858 | 0.34% | 21 |
|
|
2022
Q3 | $273K | Sell |
1,323
-546
| -29% | -$113K | 0.34% | 22 |
|
|
2022
Q2 | $386K | Sell |
1,869
-5,224
| -74% | -$1.08M | 0.46% | 22 |
|
|
2022
Q1 | $1.81M | Sell |
7,093
-24
| -0.3% | -$6.14K | 2.11% | 13 |
|
|
2021
Q4 | $2.09M | Buy |
+7,117
| New | +$2.09M | 2.41% | 12 |
|