Investment Partners’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 | $2.49M | Buy |
8,701
+300
| +4% | +$85.8K | 0.94% | 30 |
|
2025
Q1 | $2.15M | Sell |
8,401
-275
| -3% | -$70.3K | 0.89% | 34 |
|
2024
Q4 | $2.5M | Buy |
8,676
+231
| +3% | +$66.5K | 1.03% | 30 |
|
2024
Q3 | $2.4M | Sell |
8,445
-2,268
| -21% | -$644K | 1% | 31 |
|
2024
Q2 | $2.81M | Sell |
10,713
-219
| -2% | -$57.5K | 1.26% | 23 |
|
2024
Q1 | $2.96M | Buy |
10,932
+125
| +1% | +$33.8K | 1.34% | 23 |
|
2023
Q4 | $2.73M | Sell |
10,807
-170
| -2% | -$42.9K | 1.34% | 21 |
|
2023
Q3 | $2.46M | Buy |
10,977
+22
| +0.2% | +$4.93K | 1.29% | 21 |
|
2023
Q2 | $2.66M | Sell |
10,955
-12
| -0.1% | -$2.91K | 1.39% | 20 |
|
2023
Q1 | $2.49M | Buy |
10,967
+84
| +0.8% | +$19.1K | 1.31% | 22 |
|
2022
Q4 | $2.33M | Sell |
10,883
-1,265
| -10% | -$271K | 1.23% | 24 |
|
2022
Q3 | $2.51M | Buy |
12,148
+671
| +6% | +$139K | 0.75% | 34 |
|
2022
Q2 | $2.37M | Buy |
11,477
+2,187
| +24% | +$451K | 1.16% | 25 |
|
2022
Q1 | $2.38M | Buy |
9,290
+1,293
| +16% | +$331K | 1% | 26 |
|
2021
Q4 | $2.34M | Buy |
7,997
+383
| +5% | +$112K | 0.96% | 28 |
|
2021
Q3 | $2.24M | Buy |
7,614
+360
| +5% | +$106K | 1.02% | 27 |
|
2021
Q2 | $2.26M | Buy |
7,254
+938
| +15% | +$292K | 1.03% | 27 |
|
2021
Q1 | $1.9M | Sell |
6,316
-276
| -4% | -$83K | 0.92% | 32 |
|
2020
Q4 | $1.89M | Buy |
6,592
+89
| +1% | +$25.5K | 1% | 30 |
|
2020
Q3 | $1.44M | Sell |
6,503
-3,841
| -37% | -$851K | 0.86% | 32 |
|
2020
Q2 | $2.14M | Buy |
10,344
+99
| +1% | +$20.5K | 1.26% | 22 |
|
2020
Q1 | $1.62M | Buy |
10,245
+233
| +2% | +$36.8K | 1.17% | 27 |
|
2019
Q4 | $2.15M | Sell |
10,012
-106
| -1% | -$22.7K | 1.45% | 18 |
|
2019
Q3 | $1.95M | Sell |
10,118
-103
| -1% | -$19.9K | 1.42% | 19 |
|
2019
Q2 | $2.05M | Sell |
10,221
-1,592
| -13% | -$320K | 1.47% | 18 |
|
2019
Q1 | $2.32M | Buy |
11,813
+605
| +5% | +$119K | 1.68% | 14 |
|
2018
Q4 | $1.88M | Sell |
11,208
-13
| -0.1% | -$2.18K | 1.59% | 18 |
|
2018
Q3 | $1.49K | Buy |
11,221
+69
| +0.6% | +$9 | 0.83% | 29 |
|
2018
Q2 | $2.28M | Buy |
11,152
+318
| +3% | +$65K | 1.69% | 16 |
|
2018
Q1 | $2.07M | Buy |
10,834
+963
| +10% | +$184K | 1.54% | 19 |
|
2017
Q4 | $1.84M | Sell |
9,871
-87
| -0.9% | -$16.2K | 1.37% | 21 |
|
2017
Q3 | $1.78M | Buy |
9,958
+101
| +1% | +$18.1K | 1.53% | 21 |
|
2017
Q2 | $1.66M | Buy |
9,857
+316
| +3% | +$53.3K | 1.51% | 18 |
|
2017
Q1 | $1.54M | Buy |
9,541
+201
| +2% | +$32.5K | 1.48% | 19 |
|
2016
Q4 | $1.44M | Buy |
9,340
+7
| +0.1% | +$1.08K | 1.41% | 21 |
|
2016
Q3 | $1.39M | Buy |
9,333
+1,781
| +24% | +$265K | 0.79% | 42 |
|
2016
Q2 | $1.04M | Buy |
7,552
+382
| +5% | +$52.4K | 1.03% | 34 |
|
2016
Q1 | $999K | Buy |
7,170
+212
| +3% | +$29.5K | 0.65% | 53 |
|
2015
Q4 | $969K | Buy |
6,958
+51
| +0.7% | +$7.1K | 1.17% | 32 |
|
2015
Q3 | $926K | Buy |
6,907
+407
| +6% | +$54.6K | 1.21% | 32 |
|
2015
Q2 | $1M | Sell |
6,500
-3
| -0% | -$463 | 1.21% | 30 |
|
2015
Q1 | $986K | Buy |
6,503
+160
| +3% | +$24.3K | 1.08% | 29 |
|
2014
Q4 | $906K | Buy |
+6,343
| New | +$906K | 1.04% | 33 |
|