Investment 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 | $371K | Hold |
1,296
| – | – | 0.11% | 117 |
|
|
2025
Q1 | $331K | Buy |
1,296
+54
| +4% | +$13.8K | 0.11% | 121 |
|
|
2024
Q4 | $357K | Sell |
1,242
-16
| -1% | -$4.61K | 0.12% | 112 |
|
|
2024
Q3 | $357K | Buy |
1,258
+40
| +3% | +$11.4K | 0.12% | 115 |
|
|
2024
Q2 | $320K | Buy |
1,218
+60
| +5% | +$15.7K | 0.12% | 115 |
|
|
2024
Q1 | $314K | Sell |
1,158
-23
| -2% | -$6.23K | 0.13% | 112 |
|
|
2023
Q4 | $298K | Sell |
1,181
-56
| -5% | -$14.1K | 0.14% | 106 |
|
|
2023
Q3 | $277K | Sell |
1,237
-72
| -6% | -$16.1K | 0.14% | 102 |
|
|
2023
Q2 | $318K | Sell |
1,309
-35
| -3% | -$8.49K | 0.16% | 95 |
|
|
2023
Q1 | $305K | Sell |
1,344
-5
| -0.4% | -$1.13K | 0.18% | 96 |
|
|
2022
Q4 | $289K | Sell |
1,349
-84
| -6% | -$18K | 0.18% | 102 |
|
|
2022
Q3 | $296K | Buy |
+1,433
| New | +$296K | 0.21% | 88 |
|