Moneta Group Investment 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 | $23.1M | Sell |
80,669
-3,968
| -5% | -$1.13M | 0.27% | 59 |
|
|
2025
Q1 | $21.6M | Sell |
84,637
-2,477
| -3% | -$633K | 0.3% | 55 |
|
|
2024
Q4 | $25.1M | Sell |
87,114
-1,959
| -2% | -$564K | 0.35% | 52 |
|
|
2024
Q3 | $25.3M | Buy |
89,073
+1,505
| +2% | +$427K | 0.37% | 51 |
|
|
2024
Q2 | $23M | Sell |
87,568
-332
| -0.4% | -$87.2K | 0.37% | 50 |
|
|
2024
Q1 | $23.8M | Buy |
87,900
+3,426
| +4% | +$928K | 0.39% | 49 |
|
|
2023
Q4 | $21.3M | Sell |
84,474
-515
| -0.6% | -$130K | 0.42% | 47 |
|
|
2023
Q3 | $19.1M | Buy |
84,989
+2,797
| +3% | +$627K | 0.43% | 47 |
|
|
2023
Q2 | $19.9M | Buy |
82,192
+2,178
| +3% | +$529K | 0.44% | 46 |
|
|
2023
Q1 | $18.1M | Buy |
80,014
+9,237
| +13% | +$2.1M | 0.44% | 47 |
|
|
2022
Q4 | $16.7M | Sell |
70,777
-6,594
| -9% | -$1.56M | 0.46% | 46 |
|
|
2022
Q3 | $16M | Sell |
77,371
-10,211
| -12% | -$2.11M | 0.61% | 43 |
|
|
2022
Q2 | $18.1M | Buy |
87,582
+15,371
| +21% | +$3.17M | 0.62% | 42 |
|
|
2022
Q1 | $18.5M | Buy |
72,211
+186
| +0.3% | +$47.6K | 0.72% | 40 |
|
|
2021
Q4 | $21.1M | Sell |
72,025
-1,731
| -2% | -$507K | 0.86% | 33 |
|
|
2021
Q3 | $21.7M | Buy |
73,756
+1,046
| +1% | +$307K | 1% | 30 |
|
|
2021
Q2 | $22.7M | Buy |
72,710
+365
| +0.5% | +$114K | 1.04% | 25 |
|
|
2021
Q1 | $21.8M | Buy |
72,345
+915
| +1% | +$275K | 1.15% | 23 |
|
|
2020
Q4 | $20.5M | Sell |
71,430
-2,943
| -4% | -$844K | 1.47% | 21 |
|
|
2020
Q3 | $16.5M | Buy |
74,373
+4,957
| +7% | +$1.1M | 1.43% | 22 |
|
|
2020
Q2 | $14.4M | Sell |
69,416
-18,237
| -21% | -$3.77M | 1.36% | 23 |
|
|
2020
Q1 | $13.9M | Sell |
87,653
-3,772
| -4% | -$597K | 1.44% | 21 |
|
|
2019
Q4 | $19.6M | Sell |
91,425
-579
| -0.6% | -$124K | 1.64% | 15 |
|
|
2019
Q3 | $17.7M | Sell |
92,004
-5,467
| -6% | -$1.05M | 1.66% | 14 |
|
|
2019
Q2 | $19.6M | Buy |
97,471
+334
| +0.3% | +$67.1K | 1.93% | 12 |
|
|
2019
Q1 | $19.1M | Sell |
97,137
-2,423
| -2% | -$477K | 2% | 12 |
|
|
2018
Q4 | $16.7M | Sell |
99,560
-11,498
| -10% | -$1.93M | 1.99% | 11 |
|
|
2018
Q3 | $23.9M | Sell |
111,058
-534
| -0.5% | -$115K | 2.44% | 8 |
|
|
2018
Q2 | $22.8M | Sell |
111,592
-479
| -0.4% | -$97.9K | 2.54% | 8 |
|
|
2018
Q1 | $21.4M | Sell |
112,071
-716
| -0.6% | -$136K | 2.84% | 7 |
|
|
2017
Q4 | $21.1M | Buy |
112,787
+4,593
| +4% | +$858K | 3.18% | 8 |
|
|
2017
Q3 | $19.4M | Sell |
108,194
-3,236
| -3% | -$579K | 3.01% | 8 |
|
|
2017
Q2 | $18.8M | Buy |
111,430
+4,539
| +4% | +$766K | 3.06% | 8 |
|
|
2017
Q1 | $17.3M | Sell |
106,891
-2,056
| -2% | -$332K | 3.43% | 8 |
|
|
2016
Q4 | $16.8M | Sell |
108,947
-1,253
| -1% | -$193K | 3.44% | 8 |
|
|
2016
Q3 | $16.4M | Sell |
110,200
-58
| -0.1% | -$8.64K | 3.72% | 8 |
|
|
2016
Q2 | $15.1M | Sell |
110,258
-16,712
| -13% | -$2.29M | 3.31% | 8 |
|
|
2016
Q1 | $16.8M | Buy |
126,970
+3,590
| +3% | +$476K | 3.74% | 9 |
|
|
2015
Q4 | $17.2M | Buy |
123,380
+5,113
| +4% | +$712K | 4.22% | 9 |
|
|
2015
Q3 | $15.8M | Sell |
118,267
-307
| -0.3% | -$41.1K | 4.41% | 8 |
|
|
2015
Q2 | $18.3M | Buy |
118,574
+19,135
| +19% | +$2.96M | 5.59% | 5 |
|
|
2015
Q1 | $15.1M | Sell |
99,439
-1,046
| -1% | -$159K | 6.46% | 5 |
|
|
2014
Q4 | $14.3M | Buy |
100,485
+330
| +0.3% | +$47K | 6.88% | 4 |
|
|
2014
Q3 | $13M | Sell |
100,155
-5,724
| -5% | -$742K | 6.76% | 4 |
|
|
2014
Q2 | $14.7M | Sell |
105,879
-1,864
| -2% | -$258K | 7.89% | 4 |
|
|
2014
Q1 | $14.7M | Sell |
107,743
-770
| -0.7% | -$105K | 8.65% | 3 |
|
|
2013
Q4 | $14.7M | Buy |
108,513
+16,244
| +18% | +$2.2M | 8.86% | 3 |
|
|
2013
Q3 | $11.6M | Sell |
92,269
-465
| -0.5% | -$58.5K | 7.65% | 3 |
|
|
2013
Q2 | $10.3M | Buy |
+92,734
| New | +$10.3M | 7.29% | 3 |
|