NewEdge Wealth’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 | $587K | Hold |
2,015
| – | – | 0.01% | 664 |
|
|
2025
Q1 | $515K | Sell |
2,015
-1,153
| -36% | -$295K | 0.01% | 643 |
|
|
2024
Q4 | $912K | Buy |
3,168
+1,450
| +84% | +$417K | 0.02% | 507 |
|
|
2024
Q3 | $488K | Buy |
1,718
+5
| +0.3% | +$1.42K | 0.01% | 624 |
|
|
2024
Q2 | $450K | Sell |
1,713
-340
| -17% | -$89.3K | 0.01% | 568 |
|
|
2024
Q1 | $522K | Buy |
2,053
+725
| +55% | +$184K | 0.01% | 555 |
|
|
2023
Q4 | $335K | Buy |
+1,328
| New | +$335K | 0.01% | 595 |
|