Murphy Middleton Hinkle & Parker’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 | $983K | Hold |
3,847
| – | – | 0.55% | 55 |
|
|
2025
Q1 | $983K | Hold |
3,847
| – | – | 0.55% | 55 |
|
|
2024
Q4 | $1.11M | Buy |
3,847
+1,315
| +52% | +$378K | 0.63% | 50 |
|
|
2024
Q3 | $719K | Buy |
2,532
+77
| +3% | +$21.9K | 0.39% | 75 |
|
|
2024
Q2 | $644K | Buy |
2,455
+281
| +13% | +$73.8K | 0.38% | 76 |
|
|
2024
Q1 | $589K | Buy |
2,174
+1,131
| +108% | +$306K | 0.34% | 77 |
|
|
2023
Q4 | $263K | Sell |
1,043
-51
| -5% | -$12.9K | 0.16% | 117 |
|
|
2023
Q3 | $245K | Sell |
1,094
-10
| -0.9% | -$2.24K | 0.16% | 122 |
|
|
2023
Q2 | $268K | Hold |
1,104
| – | – | 0.17% | 119 |
|
|
2023
Q1 | $250K | Sell |
1,104
-68
| -6% | -$15.4K | 0.16% | 123 |
|
|
2022
Q4 | $251K | Sell |
1,172
-8
| -0.7% | -$1.72K | 0.16% | 122 |
|
|
2022
Q3 | $244K | Buy |
1,180
+1
| +0.1% | +$207 | 0.17% | 115 |
|
|
2022
Q2 | $243K | Hold |
1,179
| – | – | 0.16% | 121 |
|
|
2022
Q1 | $301K | Buy |
1,179
+1
| +0.1% | +$255 | 0.16% | 120 |
|
|
2021
Q4 | $345K | Hold |
1,178
| – | – | 0.18% | 114 |
|
|
2021
Q3 | $346K | Buy |
1,178
+35
| +3% | +$10.3K | 0.2% | 114 |
|
|
2021
Q2 | $356K | Buy |
1,143
+1
| +0.1% | +$311 | 0.2% | 113 |
|
|
2021
Q1 | $343K | Sell |
1,142
-12
| -1% | -$3.6K | 0.2% | 116 |
|
|
2020
Q4 | $331K | Buy |
1,154
+42
| +4% | +$12K | 0.22% | 113 |
|
|
2020
Q3 | $246K | Buy |
1,112
+46
| +4% | +$10.2K | 0.18% | 119 |
|
|
2020
Q2 | $220K | Buy |
+1,066
| New | +$220K | 0.16% | 118 |
|
|
2020
Q1 | – | Sell |
-1,064
| Closed | -$228K | – | 123 |
|
|
2019
Q4 | $228K | Buy |
+1,064
| New | +$228K | 0.15% | 123 |
|