Jackson Grant Investment Advisers’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 | $1.51M | Sell |
5,293
-60
| -1% | -$17.2K | 0.56% | 35 |
|
|
2025
Q1 | $1.37M | Sell |
5,353
-17
| -0.3% | -$4.34K | 0.53% | 34 |
|
|
2024
Q4 | $1.55M | Buy |
5,370
+95
| +2% | +$27.3K | 0.59% | 29 |
|
|
2024
Q3 | $1.5M | Buy |
5,275
+9
| +0.2% | +$2.56K | 0.56% | 31 |
|
|
2024
Q2 | $1.38M | Buy |
5,266
+7
| +0.1% | +$1.84K | 0.56% | 32 |
|
|
2024
Q1 | $1.42M | Sell |
5,259
-9
| -0.2% | -$2.44K | 0.58% | 30 |
|
|
2023
Q4 | $1.33M | Sell |
5,268
-402
| -7% | -$101K | 0.59% | 30 |
|
|
2023
Q3 | $1.27M | Buy |
5,670
+10
| +0.2% | +$2.24K | 0.61% | 31 |
|
|
2023
Q2 | $1.37M | Buy |
5,660
+7
| +0.1% | +$1.7K | 0.64% | 29 |
|
|
2023
Q1 | $1.28M | Sell |
5,653
-751
| -12% | -$170K | 0.6% | 30 |
|
|
2022
Q4 | $1.37M | Sell |
6,404
-41
| -0.6% | -$8.8K | 0.66% | 29 |
|
|
2022
Q3 | $1.33M | Sell |
6,445
-51
| -0.8% | -$10.5K | 0.7% | 24 |
|
|
2022
Q2 | $1.34M | Buy |
6,496
+7
| +0.1% | +$1.44K | 0.66% | 23 |
|
|
2022
Q1 | $1.66M | Sell |
6,489
-5
| -0.1% | -$1.28K | 0.7% | 25 |
|
|
2021
Q4 | $1.9M | Buy |
6,494
+6
| +0.1% | +$1.76K | 0.97% | 19 |
|
|
2021
Q3 | $1.91M | Sell |
6,488
-438
| -6% | -$129K | 0.85% | 22 |
|
|
2021
Q2 | $2.16M | Sell |
6,926
-695
| -9% | -$217K | 0.95% | 22 |
|
|
2021
Q1 | $2.29M | Buy |
7,621
+6
| +0.1% | +$1.8K | 1.05% | 21 |
|
|
2020
Q4 | $2.18M | Buy |
7,615
+8
| +0.1% | +$2.29K | 1.11% | 19 |
|
|
2020
Q3 | $1.69M | Sell |
7,607
-354
| -4% | -$78.4K | 1.01% | 19 |
|
|
2020
Q2 | $1.65M | Sell |
7,961
-79
| -1% | -$16.3K | 1.05% | 19 |
|
|
2020
Q1 | $1.27M | Buy |
8,040
+22
| +0.3% | +$3.48K | 0.94% | 19 |
|
|
2019
Q4 | $1.72M | Sell |
8,018
-81
| -1% | -$17.4K | 0.93% | 20 |
|
|
2019
Q3 | $1.56M | Sell |
8,099
-14
| -0.2% | -$2.7K | 0.89% | 21 |
|
|
2019
Q2 | $1.63M | Buy |
8,113
+14
| +0.2% | +$2.81K | 0.95% | 19 |
|
|
2019
Q1 | $1.59M | Sell |
8,099
-658
| -8% | -$129K | 0.96% | 19 |
|
|
2018
Q4 | $1.47M | Buy |
8,757
+30
| +0.3% | +$5.04K | 1.03% | 18 |
|
|
2018
Q3 | $1.88M | Buy |
8,727
+257
| +3% | +$55.3K | 1.18% | 18 |
|
|
2018
Q2 | $1.73M | Sell |
8,470
-40
| -0.5% | -$8.18K | 1.19% | 16 |
|
|
2018
Q1 | $1.62M | Buy |
8,510
+13
| +0.2% | +$2.48K | 1.13% | 19 |
|
|
2017
Q4 | $1.59M | Buy |
8,497
+43
| +0.5% | +$8.03K | 1.07% | 19 |
|
|
2017
Q3 | $1.51M | Buy |
8,454
+19
| +0.2% | +$3.4K | 1.09% | 18 |
|
|
2017
Q2 | $1.42M | Buy |
8,435
+104
| +1% | +$17.6K | 1.1% | 18 |
|
|
2017
Q1 | $1.35M | Sell |
8,331
-36
| -0.4% | -$5.82K | 1.08% | 18 |
|
|
2016
Q4 | $1.29M | Buy |
8,367
+328
| +4% | +$50.5K | 1.1% | 19 |
|
|
2016
Q3 | $1.2M | Sell |
8,039
-294
| -4% | -$43.8K | 0.99% | 18 |
|
|
2016
Q2 | $1.14M | Buy |
8,333
+30
| +0.4% | +$4.12K | 1.01% | 22 |
|
|
2016
Q1 | $1.1M | Sell |
8,303
-518
| -6% | -$68.7K | 1.01% | 22 |
|
|
2015
Q4 | $1.23M | Buy |
+8,821
| New | +$1.23M | 1.17% | 17 |
|