McKinley Carter 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 | $1.5M | Sell |
5,246
-296
| -5% | -$84.6K | 0.08% | 138 |
|
|
2025
Q1 | $1.42M | Sell |
5,542
-338
| -6% | -$86.4K | 0.09% | 138 |
|
|
2024
Q4 | $1.69M | Hold |
5,880
| – | – | 0.1% | 122 |
|
|
2024
Q3 | $1.67M | Sell |
5,880
-10
| -0.2% | -$2.84K | 0.1% | 130 |
|
|
2024
Q2 | $1.55M | Sell |
5,890
-252
| -4% | -$66.2K | 0.1% | 132 |
|
|
2024
Q1 | $1.66M | Sell |
6,142
-53
| -0.9% | -$14.4K | 0.11% | 124 |
|
|
2023
Q4 | $1.56M | Sell |
6,195
-694
| -10% | -$175K | 0.11% | 118 |
|
|
2023
Q3 | $1.54M | Sell |
6,889
-214
| -3% | -$48K | 0.12% | 116 |
|
|
2023
Q2 | $1.72M | Sell |
7,103
-356
| -5% | -$86.4K | 0.13% | 110 |
|
|
2023
Q1 | $1.69M | Sell |
7,459
-82
| -1% | -$18.6K | 0.13% | 109 |
|
|
2022
Q4 | $1.62M | Sell |
7,541
-571
| -7% | -$122K | 0.14% | 110 |
|
|
2022
Q3 | $1.68M | Sell |
8,112
-1,660
| -17% | -$343K | 0.16% | 95 |
|
|
2022
Q2 | $2.02M | Sell |
9,772
-290
| -3% | -$59.8K | 0.18% | 91 |
|
|
2022
Q1 | $2.57M | Sell |
10,062
-439
| -4% | -$112K | 0.2% | 83 |
|
|
2021
Q4 | $3.08M | Sell |
10,501
-1,138
| -10% | -$333K | 0.23% | 79 |
|
|
2021
Q3 | $3.42M | Sell |
11,639
-466
| -4% | -$137K | 0.28% | 70 |
|
|
2021
Q2 | $3.77M | Sell |
12,105
-1,011
| -8% | -$315K | 0.31% | 67 |
|
|
2021
Q1 | $3.94M | Sell |
13,116
-1,210
| -8% | -$364K | 0.34% | 68 |
|
|
2020
Q4 | $4.11M | Buy |
+14,326
| New | +$4.11M | 0.54% | 59 |
|
|
2020
Q1 | – | Sell |
-124
| Closed | -$27K | – | 160 |
|
|
2019
Q4 | $27K | Buy |
+124
| New | +$27K | 0.01% | 183 |
|
|
2018
Q2 | – | Sell |
-3,280
| Closed | -$74K | – | 274 |
|
|
2018
Q1 | $74K | Buy |
+3,280
| New | +$74K | 0.02% | 229 |
|