Hoxton Planning & Management’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 | $557K | Sell |
1,949
-369
| -16% | -$105K | 0.19% | 95 |
|
2025
Q1 | $592K | Sell |
2,318
-964
| -29% | -$246K | 0.23% | 85 |
|
2024
Q4 | $945K | Sell |
3,282
-47
| -1% | -$13.5K | 0.36% | 51 |
|
2024
Q3 | $945K | Sell |
3,329
-94
| -3% | -$26.7K | 0.37% | 45 |
|
2024
Q2 | $899K | Sell |
3,423
-287
| -8% | -$75.3K | 0.42% | 41 |
|
2024
Q1 | $1M | Sell |
3,710
-29
| -0.8% | -$7.85K | 0.48% | 37 |
|
2023
Q4 | $943K | Buy |
+3,739
| New | +$943K | 0.5% | 38 |
|