IFWM
Institute for Wealth Management’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 | $272K | Hold |
953
| – | – | 0.03% | 455 |
|
|
2025
Q1 | $244K | Hold |
953
| – | – | 0.03% | 463 |
|
|
2024
Q4 | $274K | Hold |
953
| – | – | 0.03% | 418 |
|
|
2024
Q3 | $271K | Hold |
953
| – | – | 0.03% | 442 |
|
|
2024
Q2 | $250K | Sell |
953
-8,086
| -89% | -$2.12M | 0.03% | 430 |
|
|
2024
Q1 | $2.45M | Hold |
9,039
| – | – | 0.32% | 64 |
|
|
2023
Q4 | $2.28M | Hold |
9,039
| – | – | 0.37% | 59 |
|
|
2023
Q3 | $2.03M | Hold |
9,039
| – | – | 0.37% | 63 |
|
|
2023
Q2 | $2.19M | Hold |
9,039
| – | – | 0.37% | 59 |
|
|
2023
Q1 | $2.05M | Sell |
9,039
-20
| -0.2% | -$4.54K | 0.39% | 62 |
|
|
2022
Q4 | $1.94M | Buy |
9,059
+1,520
| +20% | +$326K | 0.41% | 62 |
|
|
2022
Q3 | $1.56M | Buy |
7,539
+4,000
| +113% | +$826K | 0.35% | 75 |
|
|
2022
Q2 | $730K | Buy |
3,539
+2,685
| +314% | +$554K | 0.14% | 177 |
|
|
2022
Q1 | $218K | Sell |
854
-18
| -2% | -$4.6K | 0.04% | 492 |
|
|
2021
Q4 | $256K | Hold |
872
| – | – | 0.04% | 413 |
|
|
2021
Q3 | $256K | Buy |
872
+39
| +5% | +$11.5K | 0.04% | 408 |
|
|
2021
Q2 | $260K | Hold |
833
| – | – | 0.05% | 406 |
|
|
2021
Q1 | $251K | Sell |
833
-85
| -9% | -$25.6K | 0.05% | 394 |
|
|
2020
Q4 | $263K | Sell |
918
-25
| -3% | -$7.16K | 0.05% | 370 |
|
|
2020
Q3 | $209K | Sell |
943
-100
| -10% | -$22.2K | 0.05% | 387 |
|
|
2020
Q2 | $216K | Buy |
+1,043
| New | +$216K | 0.05% | 387 |
|
|
2020
Q1 | – | Sell |
-1,049
| Closed | -$225K | – | 534 |
|
|
2019
Q4 | $225K | Sell |
1,049
-9
| -0.9% | -$1.93K | 0.05% | 402 |
|
|
2019
Q3 | $204K | Sell |
1,058
-24
| -2% | -$4.63K | 0.05% | 393 |
|
|
2019
Q2 | $217K | Sell |
1,082
-86
| -7% | -$17.2K | 0.05% | 418 |
|
|
2019
Q1 | $230K | Buy |
+1,168
| New | +$230K | 0.05% | 388 |
|