Mather Group’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 | $1.47M | Sell |
5,140
-140
| -3% | -$40K | 0.02% | 227 |
|
|
2025
Q1 | $1.35M | Buy |
5,280
+49
| +0.9% | +$12.5K | 0.02% | 216 |
|
|
2024
Q4 | $1.51M | Buy |
5,231
+5
| +0.1% | +$1.44K | 0.02% | 194 |
|
|
2024
Q3 | $1.48M | Sell |
5,226
-417
| -7% | -$118K | 0.02% | 197 |
|
|
2024
Q2 | $1.53M | Buy |
5,643
+1,048
| +23% | +$284K | 0.02% | 213 |
|
|
2024
Q1 | $1.16M | Sell |
4,595
-406
| -8% | -$102K | 0.02% | 203 |
|
|
2023
Q4 | $1.26M | Sell |
5,001
-18
| -0.4% | -$4.54K | 0.02% | 203 |
|
|
2023
Q3 | $1.13M | Sell |
5,019
-189
| -4% | -$42.4K | 0.02% | 200 |
|
|
2023
Q2 | $1.26M | Sell |
5,208
-2,464
| -32% | -$598K | 0.02% | 196 |
|
|
2023
Q1 | $1.74M | Buy |
7,672
+2,530
| +49% | +$574K | 0.03% | 157 |
|
|
2022
Q4 | $1.1M | Sell |
5,142
-44
| -0.8% | -$9.44K | 0.02% | 195 |
|
|
2022
Q3 | $1.07M | Sell |
5,186
-13
| -0.3% | -$2.69K | 0.02% | 187 |
|
|
2022
Q2 | $1.07M | Sell |
5,199
-262
| -5% | -$54.1K | 0.02% | 173 |
|
|
2022
Q1 | $1.4M | Buy |
5,461
+236
| +5% | +$60.4K | 0.03% | 134 |
|
|
2021
Q4 | $1.53M | Buy |
5,225
+3,906
| +296% | +$1.14M | 0.03% | 115 |
|
|
2021
Q3 | $387K | Buy |
1,319
+270
| +26% | +$79.2K | 0.01% | 195 |
|
|
2021
Q2 | $327K | Buy |
1,049
+62
| +6% | +$19.3K | 0.01% | 208 |
|
|
2021
Q1 | $297K | Buy |
987
+136
| +16% | +$40.9K | 0.01% | 209 |
|
|
2020
Q4 | $244K | Buy |
+851
| New | +$244K | 0.01% | 209 |
|