JVL Associates’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 | $1.93M | Hold |
6,750
| – | – | 0.69% | 23 |
|
|
2025
Q1 | $1.72M | Hold |
6,750
| – | – | 0.7% | 21 |
|
|
2024
Q4 | $1.94M | Hold |
6,750
| – | – | 0.74% | 20 |
|
|
2024
Q3 | $1.92M | Sell |
6,750
-7
| -0.1% | -$1.99K | 0.74% | 20 |
|
|
2024
Q2 | $1.77M | Buy |
6,757
+7
| +0.1% | +$1.84K | 0.71% | 20 |
|
|
2024
Q1 | $1.83M | Hold |
6,750
| – | – | 0.75% | 20 |
|
|
2023
Q4 | $1.7M | Hold |
6,750
| – | – | 0.77% | 20 |
|
|
2023
Q3 | $1.51M | Hold |
6,750
| – | – | 0.78% | 16 |
|
|
2023
Q2 | $1.64M | Hold |
6,750
| – | – | 0.8% | 16 |
|
|
2023
Q1 | $1.53M | Hold |
6,750
| – | – | 0.81% | 15 |
|
|
2022
Q4 | $1.45M | Sell |
6,750
-61
| -0.9% | -$13.1K | 0.84% | 14 |
|
|
2022
Q3 | $1.41M | Buy |
6,811
+61
| +0.9% | +$12.6K | 0.85% | 14 |
|
|
2022
Q2 | $1.39M | Hold |
6,750
| – | – | 0.97% | 16 |
|
|
2022
Q1 | $1.73M | Hold |
6,750
| – | – | 1.07% | 13 |
|
|
2021
Q4 | $1.98M | Hold |
6,750
| – | – | 1.24% | 14 |
|
|
2021
Q3 | $1.98M | Hold |
6,750
| – | – | 1.37% | 14 |
|
|
2021
Q2 | $2.1M | Hold |
6,750
| – | – | 1.45% | 14 |
|
|
2021
Q1 | $2.03M | Hold |
6,750
| – | – | 1.51% | 14 |
|
|
2020
Q4 | $1.94M | Hold |
6,750
| – | – | 1.54% | 14 |
|
|
2020
Q3 | $1.5M | Hold |
6,750
| – | – | 1.41% | 15 |
|
|
2020
Q2 | $1.4M | Hold |
6,750
| – | – | 1.46% | 15 |
|
|
2020
Q1 | $1.07M | Hold |
6,750
| – | – | 1.29% | 19 |
|
|
2019
Q4 | $1.45M | Hold |
6,750
| – | – | 1.35% | 17 |
|
|
2019
Q3 | $1.3M | Hold |
6,750
| – | – | 1.06% | 20 |
|
|
2019
Q2 | $1.36M | Hold |
6,750
| – | – | 1.15% | 19 |
|
|
2019
Q1 | $1.33M | Hold |
6,750
| – | – | 1.23% | 21 |
|
|
2018
Q4 | $1.13M | Hold |
6,750
| – | – | 1.26% | 21 |
|
|
2018
Q3 | $1.45M | Hold |
6,750
| – | – | 1.37% | 19 |
|
|
2018
Q2 | $1.38M | Hold |
6,750
| – | – | 1.35% | 19 |
|
|
2018
Q1 | $1.29M | Hold |
6,750
| – | – | 1.29% | 19 |
|
|
2017
Q4 | $1.26M | Buy |
+6,750
| New | +$1.26M | 1.27% | 20 |
|