Intrepid Financial Planning Group’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 | $1.08M | Sell |
3,786
-63
| -2% | -$18K | 0.45% | 53 |
|
|
2025
Q1 | $984K | Buy |
3,849
+41
| +1% | +$10.5K | 0.46% | 48 |
|
|
2024
Q4 | $1.1M | Sell |
3,808
-137
| -3% | -$39.4K | 0.46% | 48 |
|
|
2024
Q3 | $1.12M | Sell |
3,945
-40
| -1% | -$11.4K | 0.48% | 48 |
|
|
2024
Q2 | $1.05M | Sell |
3,985
-326
| -8% | -$85.6K | 0.45% | 46 |
|
|
2024
Q1 | $1.17M | Buy |
4,311
+1,643
| +62% | +$445K | 0.5% | 46 |
|
|
2023
Q4 | $673K | Sell |
2,668
-25
| -0.9% | -$6.31K | 0.32% | 52 |
|
|
2023
Q3 | $604K | Buy |
2,693
+364
| +16% | +$81.6K | 0.31% | 56 |
|
|
2023
Q2 | $565K | Buy |
2,329
+166
| +8% | +$40.3K | 0.27% | 61 |
|
|
2023
Q1 | $491K | Hold |
2,163
| – | – | 0.25% | 60 |
|
|
2022
Q4 | $464K | Hold |
2,163
| – | – | 0.25% | 61 |
|
|
2022
Q3 | $447K | Hold |
2,163
| – | – | 0.25% | 58 |
|
|
2022
Q2 | $446K | Buy |
+2,163
| New | +$446K | 0.25% | 59 |
|