Merit Financial 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 | $1.7M | Buy |
5,940
+1,923
| +48% | +$550K | 0.02% | 582 |
|
|
2025
Q1 | $1.03M | Buy |
4,017
+838
| +26% | +$214K | 0.02% | 643 |
|
|
2024
Q4 | $915K | Buy |
3,179
+1,998
| +169% | +$575K | 0.02% | 531 |
|
|
2024
Q3 | $335K | Buy |
1,181
+359
| +44% | +$102K | 0.01% | 648 |
|
|
2024
Q2 | $216K | Buy |
822
+9
| +1% | +$2.36K | ﹤0.01% | 845 |
|
|
2024
Q1 | $209K | Sell |
813
-63
| -7% | -$16.2K | 0.01% | 805 |
|
|
2023
Q4 | $221K | Sell |
876
-34
| -4% | -$8.57K | 0.01% | 700 |
|
|
2023
Q3 | $204K | Sell |
910
-2
| -0.2% | -$448 | 0.01% | 688 |
|
|
2023
Q2 | $221K | Sell |
912
-61
| -6% | -$14.8K | 0.01% | 669 |
|
|
2023
Q1 | $221K | Buy |
973
+18
| +2% | +$4.08K | 0.01% | 573 |
|
|
2022
Q4 | $205K | Buy |
+955
| New | +$205K | 0.01% | 618 |
|