Modera 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 | $7.69M | Sell |
26,900
-19
| -0.1% | -$5.43K | 0.1% | 144 |
|
|
2025
Q1 | $6.88M | Sell |
26,919
-611
| -2% | -$156K | 0.09% | 146 |
|
|
2024
Q4 | $7.92M | Buy |
27,530
+1
| +0% | +$288 | 0.1% | 138 |
|
|
2024
Q3 | $7.82M | Sell |
27,529
-644
| -2% | -$183K | 0.1% | 131 |
|
|
2024
Q2 | $7.4M | Sell |
28,173
-222
| -0.8% | -$58.3K | 0.11% | 129 |
|
|
2024
Q1 | $7.69M | Sell |
28,395
-600
| -2% | -$162K | 0.12% | 127 |
|
|
2023
Q4 | $7.31M | Sell |
28,995
-457
| -2% | -$115K | 0.12% | 124 |
|
|
2023
Q3 | $6.6M | Buy |
29,452
+296
| +1% | +$66.4K | 0.12% | 123 |
|
|
2023
Q2 | $7.07M | Buy |
29,156
+9,105
| +45% | +$2.21M | 0.13% | 124 |
|
|
2023
Q1 | $4.55M | Sell |
20,051
-1,071
| -5% | -$243K | 0.18% | 62 |
|
|
2022
Q4 | $4.53M | Sell |
21,122
-1,878
| -8% | -$403K | 0.18% | 56 |
|
|
2022
Q3 | $4.75M | Sell |
23,000
-1,547
| -6% | -$320K | 0.24% | 53 |
|
|
2022
Q2 | $5.06M | Buy |
24,547
+690
| +3% | +$142K | 0.24% | 55 |
|
|
2022
Q1 | $6.1M | Sell |
23,857
-290
| -1% | -$74.2K | 0.27% | 53 |
|
|
2021
Q4 | $7.08M | Buy |
24,147
+22,934
| +1,891% | +$6.72M | 0.27% | 51 |
|
|
2021
Q3 | $356K | Buy |
1,213
+7
| +0.6% | +$2.05K | 0.02% | 185 |
|
|
2021
Q2 | $376K | Hold |
1,206
| – | – | 0.02% | 166 |
|
|
2021
Q1 | $363K | Hold |
1,206
| – | – | 0.02% | 163 |
|
|
2020
Q4 | $345K | Buy |
+1,206
| New | +$345K | 0.03% | 165 |
|