Kestra Private Wealth 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 | $5.95M | Sell |
20,811
-2,015
| -9% | -$576K | 0.09% | 250 |
|
|
2025
Q1 | $5.83M | Buy |
22,826
+655
| +3% | +$167K | 0.1% | 234 |
|
|
2024
Q4 | $6.38M | Buy |
22,171
+492
| +2% | +$142K | 0.11% | 202 |
|
|
2024
Q3 | $6.16M | Buy |
21,679
+692
| +3% | +$197K | 0.11% | 201 |
|
|
2024
Q2 | $5.51M | Buy |
20,987
+380
| +2% | +$99.8K | 0.11% | 207 |
|
|
2024
Q1 | $5.58M | Buy |
20,607
+2,478
| +14% | +$671K | 0.13% | 183 |
|
|
2023
Q4 | $4.57M | Buy |
18,129
+5,367
| +42% | +$1.35M | 0.12% | 201 |
|
|
2023
Q3 | $2.86M | Buy |
12,762
+700
| +6% | +$157K | 0.09% | 243 |
|
|
2023
Q2 | $2.93M | Buy |
12,062
+912
| +8% | +$221K | 0.1% | 222 |
|
|
2023
Q1 | $2.53M | Buy |
11,150
+2,687
| +32% | +$609K | 0.1% | 217 |
|
|
2022
Q4 | $1.82M | Buy |
8,463
+656
| +8% | +$141K | 0.09% | 253 |
|
|
2022
Q3 | $1.61M | Buy |
7,807
+303
| +4% | +$62.6K | 0.09% | 247 |
|
|
2022
Q2 | $1.55M | Buy |
7,504
+215
| +3% | +$44.4K | 0.09% | 261 |
|
|
2022
Q1 | $1.86M | Buy |
7,289
+760
| +12% | +$194K | 0.09% | 234 |
|
|
2021
Q4 | $1.91M | Buy |
6,529
+4,012
| +159% | +$1.18M | 0.09% | 230 |
|
|
2021
Q3 | $739K | Buy |
2,517
+1,550
| +160% | +$455K | 0.04% | 439 |
|
|
2021
Q2 | $301K | Buy |
967
+91
| +10% | +$28.3K | 0.02% | 673 |
|
|
2021
Q1 | $264K | Sell |
876
-10
| -1% | -$3.01K | 0.02% | 642 |
|
|
2020
Q4 | $255K | Buy |
+886
| New | +$255K | 0.02% | 600 |
|