Idaho Trust Bank’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 | $5.53M | Buy |
19,342
+3,440
| +22% | +$983K | 1.98% | 18 |
|
|
2025
Q1 | $4.06M | Buy |
15,902
+245
| +2% | +$62.6K | 1.66% | 21 |
|
|
2024
Q4 | $4.51M | Sell |
15,657
-4,427
| -22% | -$1.27M | 2.27% | 19 |
|
|
2024
Q3 | $5.7M | Buy |
20,084
+3,752
| +23% | +$1.07M | 2.75% | 10 |
|
|
2024
Q2 | $4.29M | Buy |
+16,332
| New | +$4.29M | 2.19% | 16 |
|
|
2024
Q1 | – | Sell |
-16,406
| Closed | -$4.14M | – | 135 |
|
|
2023
Q4 | $4.14M | Buy |
16,406
+3,116
| +23% | +$786K | 2.4% | 13 |
|
|
2023
Q3 | $2.98M | Buy |
13,290
+808
| +6% | +$181K | 1.94% | 19 |
|
|
2023
Q2 | $3.03M | Buy |
+12,482
| New | +$3.03M | 1.9% | 18 |
|