LBJ Family Wealth Advisors’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 | $7.39M | Buy |
25,864
+8
| +0% | +$2.29K | 4.3% | 7 |
|
|
2025
Q1 | $6.61M | Buy |
25,856
+16
| +0.1% | +$4.09K | 4.22% | 7 |
|
|
2024
Q4 | $7.44M | Sell |
25,840
-329
| -1% | -$94.7K | 4.43% | 7 |
|
|
2024
Q3 | $7.43M | Sell |
26,169
-100
| -0.4% | -$28.4K | 4.41% | 8 |
|
|
2024
Q2 | $6.9M | Sell |
26,269
-74
| -0.3% | -$19.4K | 4.33% | 8 |
|
|
2024
Q1 | $7.13M | Buy |
26,343
+19
| +0.1% | +$5.15K | 4.53% | 8 |
|
|
2023
Q4 | $6.64M | Buy |
26,324
+6
| +0% | +$1.51K | 4.59% | 8 |
|
|
2023
Q3 | $5.9M | Sell |
26,318
-418
| -2% | -$93.7K | 4.43% | 8 |
|
|
2023
Q2 | $6.49M | Sell |
26,736
-1,261
| -5% | -$306K | 4.51% | 8 |
|
|
2023
Q1 | $6.35M | Buy |
27,997
+45
| +0.2% | +$10.2K | 4.46% | 8 |
|
|
2022
Q4 | $6M | Sell |
27,952
-107,534
| -79% | -$23.1M | 4.48% | 8 |
|
|
2022
Q3 | $13M | Buy |
135,486
+107,592
| +386% | +$10.3M | 10.5% | 3 |
|
|
2022
Q2 | $5.76M | Sell |
27,894
-88
| -0.3% | -$18.2K | 4.31% | 9 |
|
|
2022
Q1 | $6.82M | Buy |
27,982
+7
| +0% | +$1.71K | 4.37% | 8 |
|
|
2021
Q4 | $8.2M | Sell |
27,975
-400
| -1% | -$117K | 4.77% | 8 |
|
|
2021
Q3 | $8.44M | Hold |
28,375
| – | – | 5.03% | 8 |
|
|
2021
Q2 | $8.84M | Sell |
28,375
-566
| -2% | -$176K | 5.26% | 8 |
|
|
2021
Q1 | $8.7M | Sell |
28,941
-655
| -2% | -$197K | 5.48% | 8 |
|
|
2020
Q4 | $8.49M | Sell |
29,596
-70
| -0.2% | -$20.1K | 5.52% | 8 |
|
|
2020
Q3 | $6.57M | Buy |
29,666
+42
| +0.1% | +$9.3K | 4.98% | 8 |
|
|
2020
Q2 | $6.13M | Buy |
29,624
+43
| +0.1% | +$8.9K | 4.92% | 8 |
|
|
2020
Q1 | $4.68M | Sell |
29,581
-3,288
| -10% | -$520K | 4.53% | 8 |
|
|
2019
Q4 | $7.03M | Buy |
32,869
+10
| +0% | +$2.14K | 4.86% | 9 |
|
|
2019
Q3 | $6.33M | Sell |
32,859
-664
| -2% | -$128K | 4.76% | 8 |
|
|
2019
Q2 | $6.73M | Buy |
33,523
+380
| +1% | +$76.3K | 4.97% | 8 |
|
|
2019
Q1 | $6.52M | Buy |
33,143
+165
| +0.5% | +$32.4K | 3.67% | 9 |
|
|
2018
Q4 | $5.54M | Buy |
32,978
+667
| +2% | +$112K | 4.86% | 8 |
|
|
2018
Q3 | $6.95M | Sell |
32,311
-402
| -1% | -$86.5K | 5.33% | 8 |
|
|
2018
Q2 | $6.68M | Hold |
32,713
| – | – | 5.38% | 8 |
|
|
2018
Q1 | $6.23M | Sell |
32,713
-135
| -0.4% | -$25.7K | 5.16% | 8 |
|
|
2017
Q4 | $6.13M | Buy |
32,848
+66
| +0.2% | +$12.3K | 5.05% | 8 |
|
|
2017
Q3 | $5.87M | Buy |
32,782
+308
| +0.9% | +$55.1K | 5% | 8 |
|
|
2017
Q2 | $5.48M | Sell |
32,474
-236
| -0.7% | -$39.8K | 4.95% | 8 |
|
|
2017
Q1 | $5.29M | Buy |
32,710
+52
| +0.2% | +$8.41K | 5.02% | 8 |
|
|
2016
Q4 | $5.03M | Sell |
32,658
-234
| -0.7% | -$36K | 5.01% | 8 |
|
|
2016
Q3 | $4.9M | Buy |
32,892
+3,435
| +12% | +$511K | 5.07% | 8 |
|
|
2016
Q2 | $4.04M | Hold |
29,457
| – | – | 4.55% | 8 |
|
|
2016
Q1 | $3.91M | Buy |
29,457
+3,249
| +12% | +$431K | 4.51% | 8 |
|
|
2015
Q4 | $3.56M | Buy |
26,208
+1,150
| +5% | +$156K | 4.66% | 8 |
|
|
2015
Q3 | $3.36M | Buy |
25,058
+2,281
| +10% | +$306K | 4.58% | 9 |
|
|
2015
Q2 | $3.52M | Sell |
22,777
-271
| -1% | -$41.9K | 4.78% | 8 |
|
|
2015
Q1 | $3.55M | Buy |
23,048
+2,011
| +10% | +$309K | 4.65% | 8 |
|
|
2014
Q4 | $3M | Buy |
+21,037
| New | +$3M | 4.11% | 7 |
|
|
2013
Q4 | $2.45M | Buy |
+17,602
| New | +$2.45M | 3.64% | 10 |
|