Mutual 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 | $366K | Buy |
1,244
+110
| +10% | +$32.3K | 0.01% | 917 |
|
|
2025
Q1 | $286K | Sell |
1,134
-83
| -7% | -$20.9K | 0.01% | 912 |
|
|
2024
Q4 | $357K | Sell |
1,217
-50
| -4% | -$14.7K | 0.01% | 833 |
|
|
2024
Q3 | $359K | Buy |
1,267
+50
| +4% | +$14.2K | 0.01% | 821 |
|
|
2024
Q2 | $343K | Sell |
1,217
-420
| -26% | -$118K | 0.01% | 836 |
|
|
2024
Q1 | $443K | Buy |
1,637
+349
| +27% | +$94.5K | 0.01% | 732 |
|
|
2023
Q4 | $325K | Buy |
1,288
+19
| +1% | +$4.79K | 0.01% | 795 |
|
|
2023
Q3 | $285K | Sell |
1,269
-40
| -3% | -$8.97K | 0.01% | 792 |
|
|
2023
Q2 | $318K | Buy |
1,309
+98
| +8% | +$23.8K | 0.01% | 790 |
|
|
2023
Q1 | $275K | Buy |
1,211
+6
| +0.5% | +$1.36K | 0.01% | 805 |
|
|
2022
Q4 | $259K | Buy |
1,205
+116
| +11% | +$24.9K | 0.01% | 785 |
|
|
2022
Q3 | $225K | Buy |
1,089
+49
| +5% | +$10.1K | 0.01% | 795 |
|
|
2022
Q2 | $215K | Buy |
1,040
+199
| +24% | +$41.1K | 0.01% | 774 |
|
|
2022
Q1 | $215K | Buy |
841
+31
| +4% | +$7.93K | 0.01% | 808 |
|
|
2021
Q4 | $237K | Buy |
810
+39
| +5% | +$11.4K | 0.01% | 798 |
|
|
2021
Q3 | $226K | Sell |
771
-13
| -2% | -$3.81K | 0.01% | 785 |
|
|
2021
Q2 | $244K | Sell |
784
-57
| -7% | -$17.7K | 0.01% | 737 |
|
|
2021
Q1 | $253K | Sell |
841
-552
| -40% | -$166K | 0.02% | 668 |
|
|
2020
Q4 | $399K | Buy |
1,393
+46
| +3% | +$13.2K | 0.03% | 524 |
|
|
2020
Q3 | $298K | Buy |
+1,347
| New | +$298K | 0.03% | 543 |
|
|
2020
Q1 | – | Sell |
-1,176
| Closed | -$252K | – | 608 |
|
|
2019
Q4 | $252K | Buy |
+1,176
| New | +$252K | 0.03% | 506 |
|
|
2018
Q4 | – | Sell |
-3,363
| Closed | -$723K | – | 462 |
|
|
2018
Q3 | $723K | Buy |
+3,363
| New | +$723K | 0.11% | 227 |
|