Newton One Investments’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 | $710K | Buy |
2,485
+3
| +0.1% | +$858 | 0.22% | 22 |
|
|
2025
Q1 | $634K | Buy |
2,482
+67
| +3% | +$17.1K | 0.23% | 22 |
|
|
2024
Q4 | $695K | Buy |
2,415
+40
| +2% | +$11.5K | 0.27% | 22 |
|
|
2024
Q3 | $675K | Sell |
2,375
-62
| -3% | -$17.6K | 0.27% | 22 |
|
|
2024
Q2 | $640K | Buy |
2,437
+57
| +2% | +$15K | 0.28% | 23 |
|
|
2024
Q1 | $644K | Sell |
2,380
-44
| -2% | -$11.9K | 0.28% | 23 |
|
|
2023
Q4 | $611K | Buy |
2,424
+201
| +9% | +$50.7K | 0.28% | 23 |
|
|
2023
Q3 | $498K | Sell |
2,223
-36
| -2% | -$8.07K | 0.3% | 25 |
|
|
2023
Q2 | $548K | Buy |
2,259
+4
| +0.2% | +$970 | 0.31% | 25 |
|
|
2023
Q1 | $512K | Sell |
2,255
-46
| -2% | -$10.4K | 0.31% | 25 |
|
|
2022
Q4 | $494K | Hold |
2,301
| – | – | 0.32% | 25 |
|
|
2022
Q3 | $475K | Hold |
2,301
| – | – | 0.34% | 24 |
|
|
2022
Q2 | $475K | Sell |
2,301
-15
| -0.6% | -$3.1K | 0.35% | 23 |
|
|
2022
Q1 | $592K | Sell |
2,316
-35
| -1% | -$8.95K | 0.43% | 22 |
|
|
2021
Q4 | $689K | Buy |
2,351
+5
| +0.2% | +$1.47K | 0.49% | 20 |
|
|
2021
Q3 | $689K | Buy |
2,346
+3
| +0.1% | +$881 | 0.51% | 20 |
|
|
2021
Q2 | $730K | Buy |
2,343
+3
| +0.1% | +$935 | 0.58% | 18 |
|
|
2021
Q1 | $704K | Sell |
2,340
-170
| -7% | -$51.1K | 0.63% | 18 |
|
|
2020
Q4 | $720K | Buy |
+2,510
| New | +$720K | 0.71% | 18 |
|