Howe & Rusling’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 | $35.7K | Buy |
+125
| New | +$35.7K | ﹤0.01% | 361 |
|
|
2024
Q2 | – | Sell |
-10
| Closed | -$2.71K | – | 378 |
|
|
2024
Q1 | $2.71K | Buy |
+10
| New | +$2.71K | ﹤0.01% | 372 |
|
|
2023
Q1 | – | Sell |
-168
| Closed | -$36K | – | 322 |
|
|
2022
Q4 | $36K | Buy |
168
+41
| +32% | +$8.8K | ﹤0.01% | 249 |
|
|
2022
Q3 | $26K | Hold |
127
| – | – | ﹤0.01% | 391 |
|
|
2022
Q2 | $26K | Hold |
127
| – | – | ﹤0.01% | 393 |
|
|
2022
Q1 | $32K | Hold |
127
| – | – | ﹤0.01% | 362 |
|
|
2021
Q4 | $37K | Hold |
127
| – | – | ﹤0.01% | 352 |
|
|
2021
Q3 | $37K | Hold |
127
| – | – | ﹤0.01% | 337 |
|
|
2021
Q2 | $40K | Hold |
127
| – | – | 0.01% | 314 |
|
|
2021
Q1 | $38K | Hold |
127
| – | – | 0.01% | 313 |
|
|
2020
Q4 | $36K | Sell |
127
-397
| -76% | -$113K | 0.01% | 307 |
|
|
2020
Q3 | $116K | Buy |
524
+366
| +232% | +$81K | 0.02% | 196 |
|
|
2020
Q2 | $33K | Sell |
158
-259
| -62% | -$54.1K | 0.01% | 297 |
|
|
2020
Q1 | $66K | Hold |
417
| – | – | 0.01% | 228 |
|
|
2019
Q4 | $89K | Buy |
417
+290
| +228% | +$61.9K | 0.01% | 241 |
|
|
2019
Q3 | $24K | Sell |
127
-127
| -50% | -$24K | ﹤0.01% | 363 |
|
|
2019
Q2 | $51K | Sell |
254
-1
| -0.4% | -$201 | 0.01% | 298 |
|
|
2019
Q1 | $50K | Hold |
255
| – | – | 0.01% | 288 |
|
|
2018
Q4 | $43K | Hold |
255
| – | – | 0.01% | 276 |
|
|
2018
Q3 | $55K | Hold |
255
| – | – | 0.01% | 259 |
|
|
2018
Q2 | $52K | Sell |
255
-814
| -76% | -$166K | 0.01% | 257 |
|
|
2018
Q1 | $204K | Buy |
1,069
+814
| +319% | +$155K | 0.04% | 166 |
|
|
2017
Q4 | $48K | Hold |
255
| – | – | 0.01% | 300 |
|
|
2017
Q3 | $46K | Hold |
255
| – | – | 0.01% | 310 |
|
|
2017
Q2 | $43K | Hold |
255
| – | – | 0.01% | 286 |
|
|
2017
Q1 | $41K | Sell |
255
-25
| -9% | -$4.02K | 0.01% | 281 |
|
|
2016
Q4 | $43K | Buy |
280
+273
| +3,900% | +$41.9K | 0.01% | 280 |
|
|
2016
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 964 |
|
|
2014
Q2 | – | Sell |
-8,145
| Closed | -$1.11M | – | 880 |
|
|
2014
Q1 | $1.11M | Buy |
+8,145
| New | +$1.11M | 0.27% | 65 |
|
|
2013
Q4 | – | Sell |
-9,085
| Closed | -$1.14M | – | 852 |
|
|
2013
Q3 | $1.14M | Sell |
9,085
-810
| -8% | -$102K | 0.42% | 66 |
|
|
2013
Q2 | $1.1M | Buy |
+9,895
| New | +$1.1M | 0.31% | 66 |
|