Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.94M | Buy |
13,127
+12,570
| +2,257% | +$2.82M | 0.33% | 63 |
|
|
2023
Q2 | $135K | Sell |
557
-10
| -2% | -$2.43K | 0.01% | 363 |
|
|
2023
Q1 | $129K | Buy |
+567
| New | +$129K | 0.01% | 369 |
|
|
2022
Q2 | $221K | Sell |
1,071
-25
| -2% | -$5.16K | 0.03% | 282 |
|
|
2022
Q1 | $280K | Buy |
+1,096
| New | +$280K | 0.03% | 279 |
|
|
2021
Q4 | – | Sell |
-1,066
| Closed | -$313K | – | 332 |
|
|
2021
Q3 | $313K | Buy |
1,066
+28
| +3% | +$8.22K | 0.03% | 276 |
|
|
2021
Q2 | $324K | Buy |
1,038
+1
| +0.1% | +$312 | 0.03% | 285 |
|
|
2021
Q1 | $312K | Buy |
+1,037
| New | +$312K | 0.04% | 262 |
|
|
2019
Q2 | – | Sell |
-710
| Closed | -$140K | – | 475 |
|
|
2019
Q1 | $140K | Sell |
710
-57
| -7% | -$11.2K | 0.05% | 184 |
|
|
2018
Q4 | $129K | Sell |
767
-214
| -22% | -$36K | 0.06% | 183 |
|
|
2018
Q3 | $211K | Sell |
981
-220
| -18% | -$47.3K | 0.09% | 166 |
|
|
2018
Q2 | $245K | Sell |
1,201
-257
| -18% | -$52.4K | 0.1% | 140 |
|
|
2018
Q1 | $278K | Sell |
1,458
-683
| -32% | -$130K | 0.15% | 138 |
|
|
2017
Q4 | $400K | Buy |
+2,141
| New | +$400K | 0.2% | 109 |
|