Mutual of America Capital 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-7,653
| Closed | -$2.17M | – | 1452 |
|
2024
Q3 | $2.17M | Sell |
7,653
-8,309
| -52% | -$2.36M | 0.02% | 865 |
|
2024
Q2 | $4.19M | Sell |
15,962
-1,874
| -11% | -$492K | 0.05% | 540 |
|
2024
Q1 | $4.83M | Buy |
+17,836
| New | +$4.83M | 0.05% | 496 |
|
2023
Q4 | – | Sell |
-27,479
| Closed | -$6.16M | – | 1469 |
|
2023
Q3 | $6.16M | Buy |
27,479
+12,638
| +85% | +$2.83M | 0.08% | 287 |
|
2023
Q2 | $3.6M | Sell |
14,841
-16,679
| -53% | -$4.05M | 0.04% | 640 |
|
2023
Q1 | $7.15M | Buy |
31,520
+16,141
| +105% | +$3.66M | 0.08% | 272 |
|
2022
Q4 | $3.3M | Sell |
15,379
-35,680
| -70% | -$7.65M | 0.04% | 676 |
|
2022
Q3 | $10.5M | Buy |
51,059
+17,453
| +52% | +$3.61M | 0.14% | 118 |
|
2022
Q2 | $6.93M | Buy |
33,606
+2,763
| +9% | +$570K | 0.09% | 272 |
|
2022
Q1 | $7.89M | Buy |
30,843
+8,609
| +39% | +$2.2M | 0.08% | 302 |
|
2021
Q4 | $6.52M | Sell |
22,234
-22,821
| -51% | -$6.69M | 0.07% | 419 |
|
2021
Q3 | $13.2M | Sell |
45,055
-8,126
| -15% | -$2.39M | 0.13% | 122 |
|
2021
Q2 | $16.6M | Buy |
53,181
+47,027
| +764% | +$14.7M | 0.16% | 95 |
|
2021
Q1 | $1.85M | Sell |
6,154
-9,434
| -61% | -$2.84M | 0.02% | 986 |
|
2020
Q4 | $4.47M | Buy |
+15,588
| New | +$4.47M | 0.05% | 509 |
|
2020
Q1 | – | Sell |
-23,165
| Closed | -$4.96M | – | 1698 |
|
2019
Q4 | $4.96M | Buy |
23,165
+22,686
| +4,736% | +$4.86M | 0.06% | 434 |
|
2019
Q3 | $92K | Sell |
479
-249
| -34% | -$47.8K | ﹤0.01% | 1210 |
|
2019
Q2 | $146K | Sell |
728
-185
| -20% | -$37.1K | ﹤0.01% | 1156 |
|
2019
Q1 | $180K | Buy |
+913
| New | +$180K | ﹤0.01% | 1142 |
|
2017
Q3 | – | Sell |
-7,702
| Closed | -$1.3M | – | 1217 |
|
2017
Q2 | $1.3M | Sell |
7,702
-7,505
| -49% | -$1.27M | 0.02% | 996 |
|
2017
Q1 | $2.46M | Buy |
+15,207
| New | +$2.46M | 0.04% | 708 |
|
2016
Q2 | – | Sell |
-9,400
| Closed | -$1.25M | – | 1230 |
|
2016
Q1 | $1.25M | Buy |
+9,400
| New | +$1.25M | 0.03% | 901 |
|
2015
Q4 | – | Sell |
-11,000
| Closed | -$1.47M | – | 1254 |
|
2015
Q3 | $1.47M | Sell |
11,000
-9,400
| -46% | -$1.26M | 0.03% | 806 |
|
2015
Q2 | $3.15M | Buy |
+20,400
| New | +$3.15M | 0.07% | 433 |
|
2014
Q4 | – | Sell |
-41,701
| Closed | -$5.41M | – | 1251 |
|
2014
Q3 | $5.41M | Buy |
41,701
+28,400
| +214% | +$3.68M | 0.13% | 169 |
|
2014
Q2 | $1.84M | Buy |
13,301
+6,600
| +98% | +$914K | 0.04% | 732 |
|
2014
Q1 | $912K | Buy |
+6,701
| New | +$912K | 0.02% | 1009 |
|
2013
Q4 | – | Sell |
-22,500
| Closed | -$2.83M | – | 1233 |
|
2013
Q3 | $2.83M | Sell |
22,500
-6,244
| -22% | -$786K | 0.08% | 406 |
|
2013
Q2 | $3.21M | Buy |
+28,744
| New | +$3.21M | 0.09% | 286 |
|