Mission Wealth Management’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 | $749K | Buy |
2,620
+199
| +8% | +$56.9K | 0.02% | 364 |
|
|
2025
Q1 | $619K | Buy |
2,421
+202
| +9% | +$51.6K | 0.02% | 381 |
|
|
2024
Q4 | $639K | Buy |
2,219
+144
| +7% | +$41.4K | 0.01% | 358 |
|
|
2024
Q3 | $589K | Buy |
2,075
+23
| +1% | +$6.53K | 0.01% | 382 |
|
|
2024
Q2 | $539K | Hold |
2,052
| – | – | 0.01% | 371 |
|
|
2024
Q1 | $556K | Buy |
2,052
+576
| +39% | +$156K | 0.01% | 390 |
|
|
2023
Q4 | $372K | Sell |
1,476
-153
| -9% | -$38.6K | 0.01% | 414 |
|
|
2023
Q3 | $365K | Buy |
1,629
+120
| +8% | +$26.9K | 0.01% | 393 |
|
|
2023
Q2 | $366K | Hold |
1,509
| – | – | 0.01% | 398 |
|
|
2023
Q1 | $342K | Hold |
1,509
| – | – | 0.01% | 399 |
|
|
2022
Q4 | $324K | Buy |
1,509
+33
| +2% | +$7.08K | 0.02% | 394 |
|
|
2022
Q3 | $305K | Hold |
1,476
| – | – | 0.02% | 377 |
|
|
2022
Q2 | $304K | Hold |
1,476
| – | – | 0.02% | 377 |
|
|
2022
Q1 | $377K | Hold |
1,476
| – | – | 0.02% | 353 |
|
|
2021
Q4 | $432K | Hold |
1,476
| – | – | 0.02% | 330 |
|
|
2021
Q3 | $433K | Hold |
1,476
| – | – | 0.02% | 302 |
|
|
2021
Q2 | $460K | Buy |
1,476
+2
| +0.1% | +$623 | 0.02% | 293 |
|
|
2021
Q1 | $443K | Sell |
1,474
-96
| -6% | -$28.9K | 0.03% | 280 |
|
|
2020
Q4 | $450K | Buy |
1,570
+40
| +3% | +$11.5K | 0.03% | 259 |
|
|
2020
Q3 | $339K | Hold |
1,530
| – | – | 0.03% | 257 |
|
|
2020
Q2 | $316K | Sell |
1,530
-15
| -1% | -$3.1K | 0.03% | 243 |
|
|
2020
Q1 | $244K | Sell |
1,545
-410
| -21% | -$64.8K | 0.03% | 251 |
|
|
2019
Q4 | $419K | Buy |
1,955
+290
| +17% | +$62.2K | 0.04% | 199 |
|
|
2019
Q3 | $321K | Buy |
1,665
+21
| +1% | +$4.05K | 0.03% | 218 |
|
|
2019
Q2 | $330K | Buy |
1,644
+187
| +13% | +$37.5K | 0.04% | 228 |
|
|
2019
Q1 | $287K | Buy |
1,457
+32
| +2% | +$6.3K | 0.03% | 231 |
|
|
2018
Q4 | $239K | Buy |
1,425
+18
| +1% | +$3.02K | 0.03% | 226 |
|
|
2018
Q3 | $303K | Sell |
1,407
-100
| -7% | -$21.5K | 0.04% | 209 |
|
|
2018
Q2 | $308K | Buy |
+1,507
| New | +$308K | 0.05% | 190 |
|