Icon 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 | $235K | Buy |
821
+1
| +0.1% | +$286 | 0.02% | 349 |
|
|
2025
Q1 | $210K | Buy |
820
+366
| +81% | +$93.6K | 0.02% | 345 |
|
|
2024
Q4 | $131K | Sell |
454
-3
| -0.7% | -$863 | 0.01% | 456 |
|
|
2024
Q3 | $130K | Hold |
457
| – | – | 0.01% | 430 |
|
|
2024
Q2 | $130K | Sell |
457
-97
| -18% | -$27.6K | 0.01% | 391 |
|
|
2024
Q1 | $150K | Sell |
554
-901
| -62% | -$244K | 0.01% | 389 |
|
|
2023
Q4 | $367K | Buy |
+1,455
| New | +$367K | 0.04% | 237 |
|
|
2022
Q4 | $210K | Hold |
980
| – | – | 0.02% | 304 |
|
|
2022
Q3 | $202K | Buy |
+980
| New | +$202K | 0.02% | 293 |
|