IWA
Inspirion Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $805K | Hold |
2,815
| – | – | 0.11% | 71 |
|
|
2025
Q1 | $719K | Hold |
2,815
| – | – | 0.1% | 74 |
|
|
2024
Q4 | $825K | Hold |
2,815
| – | – | 0.12% | 70 |
|
|
2024
Q3 | $799K | Sell |
2,815
-6
| -0.2% | -$1.7K | 0.11% | 68 |
|
|
2024
Q2 | $741K | Hold |
2,821
| – | – | 0.11% | 69 |
|
|
2024
Q1 | $764K | Sell |
2,821
-30
| -1% | -$8.12K | 0.13% | 70 |
|
|
2023
Q4 | $712K | Sell |
2,851
-3
| -0.1% | -$750 | 0.13% | 71 |
|
|
2023
Q3 | $640K | Hold |
2,854
| – | – | 0.12% | 72 |
|
|
2023
Q2 | $693K | Hold |
2,854
| – | – | 0.13% | 71 |
|
|
2023
Q1 | $647K | Sell |
2,854
-302
| -10% | -$68.5K | 0.13% | 72 |
|
|
2022
Q4 | $677K | Buy |
3,156
+100
| +3% | +$21.5K | 0.14% | 66 |
|
|
2022
Q3 | $631K | Buy |
3,056
+454
| +17% | +$93.7K | 0.14% | 65 |
|
|
2022
Q2 | $537K | Sell |
2,602
-94
| -3% | -$19.4K | 0.12% | 73 |
|
|
2022
Q1 | $690K | Buy |
2,696
+650
| +32% | +$166K | 0.14% | 58 |
|
|
2021
Q4 | $600K | Buy |
2,046
+46
| +2% | +$13.5K | 0.13% | 58 |
|
|
2021
Q3 | $587K | Hold |
2,000
| – | – | 0.14% | 53 |
|
|
2021
Q2 | $623K | Hold |
2,000
| – | – | 0.15% | 51 |
|
|
2021
Q1 | $601K | Hold |
2,000
| – | – | 0.16% | 51 |
|
|
2020
Q4 | $573K | Hold |
2,000
| – | – | 0.16% | 46 |
|
|
2020
Q3 | $443K | Hold |
2,000
| – | – | 0.15% | 48 |
|
|
2020
Q2 | $414K | Hold |
2,000
| – | – | 0.16% | 50 |
|
|
2020
Q1 | $316K | Hold |
2,000
| – | – | 0.16% | 52 |
|
|
2019
Q4 | $428K | Hold |
2,000
| – | – | 0.14% | 47 |
|
|
2019
Q3 | $385K | Hold |
2,000
| – | – | 0.17% | 46 |
|
|
2019
Q2 | $402K | Hold |
2,000
| – | – | 0.17% | 48 |
|
|
2019
Q1 | $393K | Buy |
+2,000
| New | +$393K | 0.17% | 49 |
|