Kozak & 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 | – | Hold |
0
| – | -$47 | – | 403 |
|
|
2025
Q1 | – | Sell |
-60
| Closed | -$17.7K | – | 417 |
|
|
2024
Q4 | $17.7K | Sell |
60
-41
| -41% | -$12.1K | ﹤0.01% | 186 |
|
|
2024
Q3 | $29.6K | Hold |
101
| – | – | 0.01% | 160 |
|
|
2024
Q2 | $26.4K | Sell |
101
-13
| -11% | -$3.39K | 0.01% | 159 |
|
|
2024
Q1 | $30.2K | Buy |
114
+13
| +13% | +$3.45K | 0.01% | 153 |
|
|
2023
Q4 | $24.3K | Sell |
101
-153
| -60% | -$36.8K | 0.01% | 178 |
|
|
2023
Q3 | $56.1K | Sell |
254
-71
| -22% | -$15.7K | 0.02% | 129 |
|
|
2023
Q2 | $78.9K | Hold |
325
| – | – | 0.03% | 111 |
|
|
2023
Q1 | $73.7K | Sell |
325
-11
| -3% | -$2.49K | 0.03% | 120 |
|
|
2022
Q4 | $72K | Hold |
336
| – | – | 0.04% | 124 |
|
|
2022
Q3 | $70K | Hold |
336
| – | – | 0.04% | 124 |
|
|
2022
Q2 | $69K | Hold |
336
| – | – | 0.05% | 129 |
|
|
2022
Q1 | $83K | Hold |
336
| – | – | 0.05% | 124 |
|
|
2021
Q4 | $83K | Buy |
336
+1
| +0.3% | +$247 | 0.05% | 124 |
|
|
2021
Q3 | $107K | Buy |
+335
| New | +$107K | 0.06% | 111 |
|