MCF Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

MCF Advisors’s Portfolio IWO Stock Details IWO Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$18K	Buy	63 +5	+9%	+$1.43K	﹤0.01%	573
2025 Q1	$14.8K	Hold	58	–	–	﹤0.01%	600
2024 Q4	$16.7K	Hold	58	–	–	﹤0.01%	586
2024 Q3	$16.5K	Hold	58	–	–	﹤0.01%	580
2024 Q2	$15.2K	Buy	58 +49	+544%	+$12.9K	﹤0.01%	583
2024 Q1	$2.44K	Hold	9	–	–	﹤0.01%	794
2023 Q4	$2.27K	Hold	9	–	–	﹤0.01%	761
2023 Q3	$2.02K	Hold	9	–	–	﹤0.01%	768
2023 Q2	$2.18K	Hold	9	–	–	﹤0.01%	705
2023 Q1	$2.04K	Hold	9	–	–	﹤0.01%	705
2022 Q4	$1.93K	Hold	9	–	–	﹤0.01%	684
2022 Q3	$2K	Hold	9	–	–	﹤0.01%	684
2022 Q2	$2K	Buy	9 +4	+80%	+$889	﹤0.01%	630
2022 Q1	$1K	Buy	+5	New	+$1K	﹤0.01%	715
2021 Q4	–	Sell	-5	Closed	-$1K	–	370
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	696
2021 Q2	$2K	Hold	5	–	–	﹤0.01%	535
2021 Q1	$2K	Sell	5 -2	-29%	-$800	﹤0.01%	501
2020 Q4	$2K	Sell	7 -3	-30%	-$857	﹤0.01%	439
2020 Q3	$2K	Sell	10 -48	-83%	-$9.6K	﹤0.01%	438
2020 Q2	$12K	Sell	58 -110	-65%	-$22.8K	﹤0.01%	353
2020 Q1	$27K	Hold	168	–	–	﹤0.01%	275
2019 Q4	$36K	Sell	168 -1	-0.6%	-$214	0.01%	277
2019 Q3	$33K	Hold	169	–	–	0.01%	273
2019 Q2	$34K	Hold	169	–	–	0.01%	264
2019 Q1	$33K	Hold	169	–	–	0.01%	260
2018 Q4	$28K	Hold	169	–	–	0.01%	260
2018 Q3	$36K	Sell	169 -8	-5%	-$1.7K	0.01%	242
2018 Q2	$36K	Buy	177 +8	+5%	+$1.63K	0.01%	237
2018 Q1	$32K	Hold	169	–	–	0.01%	251
2017 Q4	$32K	Sell	169 -4	-2%	-$757	0.01%	263
2017 Q3	$31K	Buy	173 +44	+34%	+$7.88K	0.01%	271
2017 Q2	$22K	Sell	129 -1	-0.8%	-$171	﹤0.01%	300
2017 Q1	$21K	Sell	130 -160	-55%	-$25.8K	﹤0.01%	304
2016 Q4	$45K	Hold	290	–	–	0.01%	215
2016 Q3	$43K	Hold	290	–	–	0.01%	216
2016 Q2	$40K	Hold	290	–	–	0.01%	240
2016 Q1	$38K	Hold	290	–	–	0.01%	211
2015 Q4	$40K	Hold	290	–	–	0.01%	193
2015 Q3	$39K	Hold	290	–	–	0.01%	197
2015 Q2	$45K	Buy	+290	New	+$45K	0.01%	192
2014 Q1	–	Sell	-120	Closed	-$17K	–	417
2013 Q4	$17K	Hold	120	–	–	0.01%	236
2013 Q3	$17K	Sell	120 -68	-36%	-$9.63K	0.01%	239
2013 Q2	$26K	Buy	+188	New	+$26K	0.02%	200