Integrated Wealth Concepts’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 | $948K | Sell |
3,316
-259
| -7% | -$74K | 0.01% | 951 |
|
|
2025
Q1 | $913K | Sell |
3,575
-4,875
| -58% | -$1.25M | 0.01% | 872 |
|
|
2024
Q4 | $2.43M | Buy |
8,450
+5,683
| +205% | +$1.64M | 0.03% | 499 |
|
|
2024
Q3 | $786K | Sell |
2,767
-407
| -13% | -$116K | 0.01% | 901 |
|
|
2024
Q2 | $833K | Buy |
3,174
+354
| +13% | +$92.9K | 0.01% | 839 |
|
|
2024
Q1 | $764K | Sell |
2,820
-684
| -20% | -$185K | 0.01% | 871 |
|
|
2023
Q4 | $884K | Buy |
3,504
+388
| +12% | +$97.9K | 0.01% | 777 |
|
|
2023
Q3 | $698K | Buy |
3,116
+108
| +4% | +$24.2K | 0.01% | 839 |
|
|
2023
Q2 | $730K | Buy |
3,008
+510
| +20% | +$124K | 0.01% | 812 |
|
|
2023
Q1 | $567K | Sell |
2,498
-6,356
| -72% | -$1.44M | 0.01% | 820 |
|
|
2022
Q4 | $1.9M | Buy |
8,854
+332
| +4% | +$71.2K | 0.05% | 332 |
|
|
2022
Q3 | $1.76M | Buy |
8,522
+626
| +8% | +$129K | 0.06% | 311 |
|
|
2022
Q2 | $1.63M | Sell |
7,896
-1,183
| -13% | -$244K | 0.05% | 326 |
|
|
2022
Q1 | $2.32M | Buy |
9,079
+3,666
| +68% | +$938K | 0.07% | 232 |
|
|
2021
Q4 | $1.59M | Sell |
5,413
-30
| -0.6% | -$8.79K | 0.05% | 304 |
|
|
2021
Q3 | $1.6M | Buy |
5,443
+286
| +6% | +$84K | 0.05% | 281 |
|
|
2021
Q2 | $1.61M | Sell |
5,157
-1,539
| -23% | -$480K | 0.06% | 252 |
|
|
2021
Q1 | $2.01M | Sell |
6,696
-1,899
| -22% | -$571K | 0.08% | 184 |
|
|
2020
Q4 | $2.46M | Buy |
8,595
+1,859
| +28% | +$533K | 0.12% | 134 |
|
|
2020
Q3 | $1.49M | Buy |
+6,736
| New | +$1.49M | 0.09% | 161 |
|