Investmark Advisory 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 | $452K | Sell |
1,580
-103
| -6% | -$29.5K | 0.21% | 78 |
|
|
2025
Q1 | $430K | Buy |
1,683
+1
| +0.1% | +$256 | 0.21% | 72 |
|
|
2024
Q4 | $484K | Hold |
1,682
| – | – | 0.24% | 70 |
|
|
2024
Q3 | $478K | Buy |
1,682
+1
| +0.1% | +$284 | 0.23% | 73 |
|
|
2024
Q2 | $442K | Sell |
1,681
-1
| -0.1% | -$263 | 0.24% | 73 |
|
|
2024
Q1 | $455K | Buy |
1,682
+12
| +0.7% | +$3.25K | 0.25% | 74 |
|
|
2023
Q4 | $421K | Hold |
1,670
| – | – | 0.25% | 73 |
|
|
2023
Q3 | $374K | Buy |
1,670
+62
| +4% | +$13.9K | 0.25% | 73 |
|
|
2023
Q2 | $390K | Buy |
1,608
+36
| +2% | +$8.73K | 0.26% | 69 |
|
|
2023
Q1 | $357K | Sell |
1,572
-27
| -2% | -$6.13K | 0.26% | 68 |
|
|
2022
Q4 | $343K | Buy |
+1,599
| New | +$343K | 0.25% | 73 |
|
|
2022
Q2 | – | Sell |
-1,123
| Closed | -$287K | – | 93 |
|
|
2022
Q1 | $287K | Buy |
1,123
+316
| +39% | +$80.8K | 0.3% | 65 |
|
|
2021
Q4 | $236K | Buy |
+807
| New | +$236K | 0.22% | 80 |
|