MONECO Advisors’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 | $255K | Hold |
890
| – | – | 0.02% | 413 |
|
|
2025
Q1 | $227K | Sell |
890
-269
| -23% | -$68.7K | 0.02% | 420 |
|
|
2024
Q4 | $333K | Buy |
1,159
+233
| +25% | +$67K | 0.04% | 350 |
|
|
2024
Q3 | $263K | Hold |
926
| – | – | 0.03% | 372 |
|
|
2024
Q2 | $243K | Buy |
926
+1
| +0.1% | +$262 | 0.04% | 366 |
|
|
2024
Q1 | $251K | Hold |
925
| – | – | 0.04% | 350 |
|
|
2023
Q4 | $233K | Sell |
925
-301
| -25% | -$75.9K | 0.04% | 334 |
|
|
2023
Q3 | $275K | Buy |
1,226
+131
| +12% | +$29.4K | 0.07% | 265 |
|
|
2023
Q2 | $266K | Hold |
1,095
| – | – | 0.07% | 271 |
|
|
2023
Q1 | $248K | Sell |
1,095
-33
| -3% | -$7.48K | 0.07% | 278 |
|
|
2022
Q4 | $242K | Buy |
1,128
+22
| +2% | +$4.72K | 0.09% | 222 |
|
|
2022
Q3 | $229K | Sell |
1,106
-3
| -0.3% | -$621 | 0.09% | 213 |
|
|
2022
Q2 | $229K | Buy |
1,109
+6
| +0.5% | +$1.24K | 0.09% | 220 |
|
|
2022
Q1 | $282K | Sell |
1,103
-29
| -3% | -$7.41K | 0.1% | 188 |
|
|
2021
Q4 | $280K | Buy |
1,132
+375
| +50% | +$92.8K | 0.11% | 192 |
|
|
2021
Q3 | $222K | Buy |
757
+20
| +3% | +$5.87K | 0.09% | 227 |
|
|
2021
Q2 | $230K | Hold |
737
| – | – | 0.11% | 196 |
|
|
2021
Q1 | $222K | Hold |
737
| – | – | 0.11% | 194 |
|
|
2020
Q4 | $225K | Buy |
+737
| New | +$225K | 0.12% | 158 |
|
|
2020
Q1 | – | Sell |
-1,464
| Closed | -$325K | – | 133 |
|
|
2019
Q4 | $325K | Buy |
1,464
+1
| +0.1% | +$222 | 0.23% | 96 |
|
|
2019
Q3 | $282K | Sell |
1,463
-140
| -9% | -$27K | 0.22% | 97 |
|
|
2019
Q2 | $322K | Buy |
1,603
+1
| +0.1% | +$201 | 0.26% | 90 |
|
|
2019
Q1 | $315K | Buy |
1,602
+255
| +19% | +$50.1K | 0.26% | 91 |
|
|
2018
Q4 | $226K | Buy |
+1,347
| New | +$226K | 0.26% | 86 |
|