Kestra Advisory Services’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 | $15.9M | Sell |
55,554
-283
| -0.5% | -$80.9K | 0.08% | 251 |
|
|
2025
Q1 | $14.3M | Sell |
55,837
-1,505
| -3% | -$385K | 0.07% | 257 |
|
|
2024
Q4 | $16.5M | Sell |
57,342
-2,701
| -4% | -$777K | 0.09% | 230 |
|
|
2024
Q3 | $17.1M | Sell |
60,043
-2,859
| -5% | -$812K | 0.09% | 230 |
|
|
2024
Q2 | $16.1M | Buy |
62,902
+1,422
| +2% | +$364K | 0.09% | 242 |
|
|
2024
Q1 | $16.6M | Buy |
61,480
+424
| +0.7% | +$115K | 0.11% | 181 |
|
|
2023
Q4 | $15.4M | Buy |
61,056
+327
| +0.5% | +$82.5K | 0.12% | 174 |
|
|
2023
Q3 | $13.6M | Buy |
60,729
+1,449
| +2% | +$325K | 0.13% | 171 |
|
|
2023
Q2 | $14.4M | Buy |
59,280
+549
| +0.9% | +$133K | 0.14% | 157 |
|
|
2023
Q1 | $13.3M | Sell |
58,731
-8,708
| -13% | -$1.98M | 0.14% | 158 |
|
|
2022
Q4 | $14.5M | Buy |
67,439
+6,701
| +11% | +$1.44M | 0.13% | 184 |
|
|
2022
Q3 | $12.5M | Sell |
60,738
-700
| -1% | -$145K | 0.13% | 184 |
|
|
2022
Q2 | $12.7M | Buy |
61,438
+1,471
| +2% | +$303K | 0.13% | 174 |
|
|
2022
Q1 | $15.3M | Buy |
59,967
+609
| +1% | +$156K | 0.16% | 137 |
|
|
2021
Q4 | $17.4M | Sell |
59,358
-1,322
| -2% | -$387K | 0.18% | 128 |
|
|
2021
Q3 | $17.8M | Sell |
60,680
-228
| -0.4% | -$66.9K | 0.18% | 133 |
|
|
2021
Q2 | $19M | Sell |
60,908
-2,382
| -4% | -$742K | 0.22% | 110 |
|
|
2021
Q1 | $19M | Sell |
63,290
-8,381
| -12% | -$2.52M | 0.24% | 95 |
|
|
2020
Q4 | $20.6M | Buy |
71,671
+3,355
| +5% | +$967K | 0.24% | 93 |
|
|
2020
Q3 | $14.8M | Buy |
+68,316
| New | +$14.8M | 0.28% | 82 |
|