JIC
Joel Isaacson & Co’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 | $471K | Sell |
1,647
-46
| -3% | -$13.2K | 0.02% | 264 |
|
|
2025
Q1 | $433K | Buy |
1,693
+27
| +2% | +$6.9K | 0.02% | 257 |
|
|
2024
Q4 | $480K | Hold |
1,666
| – | – | 0.02% | 235 |
|
|
2024
Q3 | $473K | Hold |
1,666
| – | – | 0.02% | 227 |
|
|
2024
Q2 | $437K | Sell |
1,666
-5
| -0.3% | -$1.31K | 0.02% | 236 |
|
|
2024
Q1 | $453K | Buy |
1,671
+190
| +13% | +$51.5K | 0.02% | 225 |
|
|
2023
Q4 | $374K | Hold |
1,481
| – | – | 0.02% | 229 |
|
|
2023
Q3 | $332K | Hold |
1,481
| – | – | 0.02% | 237 |
|
|
2023
Q2 | $359K | Sell |
1,481
-49
| -3% | -$11.9K | 0.02% | 231 |
|
|
2023
Q1 | $347K | Sell |
1,530
-185
| -11% | -$42K | 0.02% | 233 |
|
|
2022
Q4 | $368K | Sell |
1,715
-849
| -33% | -$182K | 0.03% | 213 |
|
|
2022
Q3 | $530K | Buy |
2,564
+850
| +50% | +$176K | 0.05% | 158 |
|
|
2022
Q2 | $354K | Sell |
1,714
-175
| -9% | -$36.1K | 0.03% | 203 |
|
|
2022
Q1 | $458K | Buy |
1,889
+175
| +10% | +$42.4K | 0.03% | 183 |
|
|
2021
Q4 | $502K | Buy |
1,714
+46
| +3% | +$13.5K | 0.03% | 184 |
|
|
2021
Q3 | $490K | Hold |
1,668
| – | – | 0.04% | 185 |
|
|
2021
Q2 | $520K | Sell |
1,668
-20
| -1% | -$6.24K | 0.04% | 172 |
|
|
2021
Q1 | $508K | Hold |
1,688
| – | – | 0.04% | 154 |
|
|
2020
Q4 | $484K | Sell |
1,688
-100
| -6% | -$28.7K | 0.05% | 151 |
|
|
2020
Q3 | $396K | Buy |
1,788
+48
| +3% | +$10.6K | 0.05% | 147 |
|
|
2020
Q2 | $360K | Hold |
1,740
| – | – | 0.05% | 146 |
|
|
2020
Q1 | $275K | Buy |
1,740
+285
| +20% | +$45K | 0.05% | 147 |
|
|
2019
Q4 | $312K | Hold |
1,455
| – | – | 0.04% | 165 |
|
|
2019
Q3 | $280K | Hold |
1,455
| – | – | 0.04% | 167 |
|
|
2019
Q2 | $292K | Hold |
1,455
| – | – | 0.04% | 163 |
|
|
2019
Q1 | $286K | Sell |
1,455
-204
| -12% | -$40.1K | 0.04% | 175 |
|
|
2018
Q4 | $300K | Buy |
1,659
+75
| +5% | +$13.6K | 0.05% | 181 |
|
|
2018
Q3 | $341K | Hold |
1,584
| – | – | 0.05% | 153 |
|
|
2018
Q2 | $324K | Hold |
1,584
| – | – | 0.05% | 154 |
|
|
2018
Q1 | $302K | Hold |
1,584
| – | – | 0.05% | 154 |
|
|
2017
Q4 | $296K | Hold |
1,584
| – | – | 0.05% | 152 |
|
|
2017
Q3 | $283K | Sell |
1,584
-70
| -4% | -$12.5K | 0.05% | 153 |
|
|
2017
Q2 | $279K | Hold |
1,654
| – | – | 0.05% | 151 |
|
|
2017
Q1 | $267K | Hold |
1,654
| – | – | 0.05% | 145 |
|
|
2016
Q4 | $255K | Sell |
1,654
-2,290
| -58% | -$353K | 0.05% | 136 |
|
|
2016
Q3 | $587K | Buy |
3,944
+8
| +0.2% | +$1.19K | 0.12% | 76 |
|
|
2016
Q2 | $540K | Sell |
3,936
-81
| -2% | -$11.1K | 0.11% | 78 |
|
|
2016
Q1 | $533K | Sell |
4,017
-1,960
| -33% | -$260K | 0.12% | 83 |
|
|
2015
Q4 | $832K | Buy |
5,977
+7
| +0.1% | +$974 | 0.2% | 54 |
|
|
2015
Q3 | $800K | Buy |
5,970
+66
| +1% | +$8.84K | 0.21% | 51 |
|
|
2015
Q2 | $913K | Buy |
5,904
+4,454
| +307% | +$689K | 0.23% | 52 |
|
|
2015
Q1 | $220K | Buy |
1,450
+200
| +16% | +$30.3K | 0.06% | 153 |
|
|
2014
Q4 | $178K | Hold |
1,250
| – | – | 0.05% | 161 |
|
|
2014
Q3 | $162K | Hold |
1,250
| – | – | 0.05% | 148 |
|
|
2014
Q2 | $173K | Hold |
1,250
| – | – | 0.05% | 140 |
|
|
2014
Q1 | $170K | Hold |
1,250
| – | – | 0.06% | 137 |
|
|
2013
Q4 | $169K | Buy |
+1,250
| New | +$169K | 0.06% | 129 |
|