Intergy Private Wealth’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 | $805K | Sell |
2,816
-6
| -0.2% | -$1.72K | 0.27% | 53 |
|
|
2025
Q1 | $721K | Hold |
2,822
| – | – | 0.27% | 52 |
|
|
2024
Q4 | $812K | Buy |
2,822
+2
| +0.1% | +$576 | 0.3% | 51 |
|
|
2024
Q3 | $801K | Hold |
2,820
| – | – | 0.31% | 49 |
|
|
2024
Q2 | $740K | Buy |
2,820
+1
| +0% | +$263 | 0.31% | 49 |
|
|
2024
Q1 | $763K | Hold |
2,819
| – | – | 0.31% | 48 |
|
|
2023
Q4 | $711K | Buy |
2,819
+345
| +14% | +$87K | 0.31% | 46 |
|
|
2023
Q3 | $555K | Hold |
2,474
| – | – | 0.28% | 49 |
|
|
2023
Q2 | $600K | Hold |
2,474
| – | – | 0.29% | 49 |
|
|
2023
Q1 | $561K | Sell |
2,474
-27
| -1% | -$6.12K | 0.31% | 44 |
|
|
2022
Q4 | $537K | Sell |
2,501
-588
| -19% | -$126K | 0.34% | 44 |
|
|
2022
Q3 | $638K | Buy |
+3,089
| New | +$638K | 0.45% | 40 |
|