Nations Financial Group’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 | $1.65M | Buy |
5,764
+193
| +3% | +$55.2K | 0.11% | 209 |
|
2025
Q1 | $1.42M | Buy |
5,571
+147
| +3% | +$37.6K | 0.11% | 211 |
|
2024
Q4 | $1.56M | Buy |
5,424
+298
| +6% | +$85.8K | 0.11% | 205 |
|
2024
Q3 | $1.46M | Buy |
+5,126
| New | +$1.46M | 0.11% | 212 |
|
2023
Q3 | – | Sell |
-1,714
| Closed | -$416K | – | 628 |
|
2023
Q2 | $416K | Buy |
1,714
+21
| +1% | +$5.1K | 0.04% | 422 |
|
2023
Q1 | $384K | Sell |
1,693
-125
| -7% | -$28.4K | 0.04% | 425 |
|
2022
Q4 | $390K | Buy |
1,818
+87
| +5% | +$18.7K | 0.04% | 410 |
|
2022
Q3 | $358K | Sell |
1,731
-24
| -1% | -$4.96K | 0.05% | 366 |
|
2022
Q2 | $362K | Sell |
1,755
-71
| -4% | -$14.6K | 0.05% | 367 |
|
2022
Q1 | $467K | Buy |
1,826
+129
| +8% | +$33K | 0.06% | 328 |
|
2021
Q4 | $497K | Buy |
1,697
+259
| +18% | +$75.9K | 0.07% | 293 |
|
2021
Q3 | $422K | Sell |
1,438
-375
| -21% | -$110K | 0.06% | 293 |
|
2021
Q2 | $565K | Sell |
1,813
-324
| -15% | -$101K | 0.09% | 239 |
|
2021
Q1 | $643K | Buy |
2,137
+1,205
| +129% | +$363K | 0.15% | 184 |
|
2020
Q4 | $267K | Buy |
+932
| New | +$267K | 0.07% | 274 |
|
2018
Q2 | – | Sell |
-1,138
| Closed | -$217K | – | 163 |
|
2018
Q1 | $217K | Sell |
1,138
-1
| -0.1% | -$191 | 0.2% | 138 |
|
2017
Q4 | $213K | Buy |
1,139
+1
| +0.1% | +$187 | 0.2% | 138 |
|
2017
Q3 | $204K | Sell |
1,138
-71
| -6% | -$12.7K | 0.2% | 138 |
|
2017
Q2 | $204K | Buy |
+1,209
| New | +$204K | 0.17% | 164 |
|