JWA
JFS Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $819K | Buy |
2,866
+89
| +3% | +$25.4K | 0.05% | 167 |
|
|
2025
Q1 | $710K | Sell |
2,777
-3
| -0.1% | -$767 | 0.05% | 171 |
|
|
2024
Q4 | $800K | Sell |
2,780
-1
| -0% | -$288 | 0.05% | 155 |
|
|
2024
Q3 | $790K | Sell |
2,781
-12
| -0.4% | -$3.41K | 0.05% | 164 |
|
|
2024
Q2 | $733K | Hold |
2,793
| – | – | 0.06% | 137 |
|
|
2024
Q1 | $756K | Hold |
2,793
| – | – | 0.06% | 134 |
|
|
2023
Q4 | $704K | Sell |
2,793
-161
| -5% | -$40.6K | 0.06% | 128 |
|
|
2023
Q3 | $662K | Sell |
2,954
-4
| -0.1% | -$897 | 0.06% | 135 |
|
|
2023
Q2 | $718K | Buy |
2,958
+25
| +0.9% | +$6.07K | 0.06% | 130 |
|
|
2023
Q1 | $665K | Sell |
2,933
-27
| -0.9% | -$6.12K | 0.06% | 136 |
|
|
2022
Q4 | $635K | Buy |
2,960
+27
| +0.9% | +$5.79K | 0.06% | 140 |
|
|
2022
Q3 | $606K | Sell |
2,933
-23
| -0.8% | -$4.75K | 0.07% | 137 |
|
|
2022
Q2 | $610K | Hold |
2,956
| – | – | 0.06% | 131 |
|
|
2022
Q1 | $756K | Sell |
2,956
-266
| -8% | -$68K | 0.07% | 132 |
|
|
2021
Q4 | $944K | Buy |
3,222
+128
| +4% | +$37.5K | 0.09% | 123 |
|
|
2021
Q3 | $908K | Buy |
3,094
+212
| +7% | +$62.2K | 0.09% | 116 |
|
|
2021
Q2 | $898K | Sell |
2,882
-145
| -5% | -$45.2K | 0.13% | 93 |
|
|
2021
Q1 | $910K | Hold |
3,027
| – | – | 0.19% | 79 |
|
|
2020
Q4 | $868K | Hold |
3,027
| – | – | 0.18% | 80 |
|
|
2020
Q3 | $671K | Hold |
3,027
| – | – | 0.16% | 81 |
|
|
2020
Q2 | $626K | Hold |
3,027
| – | – | 0.16% | 82 |
|
|
2020
Q1 | $479K | Buy |
3,027
+102
| +3% | +$16.1K | 0.14% | 86 |
|
|
2019
Q4 | $627K | Sell |
2,925
-14
| -0.5% | -$3K | 0.15% | 84 |
|
|
2019
Q3 | $566K | Hold |
2,939
| – | – | 0.14% | 86 |
|
|
2019
Q2 | $590K | Sell |
2,939
-101
| -3% | -$20.3K | 0.15% | 86 |
|
|
2019
Q1 | $598K | Hold |
3,040
| – | – | 0.16% | 84 |
|
|
2018
Q4 | $511K | Sell |
3,040
-192
| -6% | -$32.3K | 0.14% | 91 |
|
|
2018
Q3 | $695K | Sell |
3,232
-146
| -4% | -$31.4K | 0.18% | 83 |
|
|
2018
Q2 | $690K | Sell |
3,378
-84
| -2% | -$17.2K | 0.18% | 79 |
|
|
2018
Q1 | $660K | Hold |
3,462
| – | – | 0.17% | 79 |
|
|
2017
Q4 | $646K | Buy |
3,462
+58
| +2% | +$10.8K | 0.16% | 80 |
|
|
2017
Q3 | $609K | Buy |
3,404
+2,420
| +246% | +$433K | 0.16% | 75 |
|
|
2017
Q2 | $166K | Buy |
984
+192
| +24% | +$32.4K | 0.05% | 135 |
|
|
2017
Q1 | $122K | Hold |
792
| – | – | 0.03% | 161 |
|
|
2016
Q4 | $122K | Hold |
792
| – | – | 0.03% | 161 |
|
|
2016
Q3 | $118K | Hold |
792
| – | – | 0.03% | 168 |
|
|
2016
Q2 | $109K | Hold |
792
| – | – | 0.03% | 200 |
|
|
2016
Q1 | $105K | Hold |
792
| – | – | 0.03% | 170 |
|
|
2015
Q4 | $110K | Buy |
+792
| New | +$110K | 0.03% | 173 |
|