NorthRock Partners’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 | $869K | Buy |
3,040
+607
| +25% | +$174K | 0.02% | 268 |
|
|
2025
Q1 | $622K | Hold |
2,433
| – | – | 0.02% | 298 |
|
|
2024
Q4 | $700K | Sell |
2,433
-87
| -3% | -$25K | 0.02% | 266 |
|
|
2024
Q3 | $716K | Hold |
2,520
| – | – | 0.02% | 278 |
|
|
2024
Q2 | $662K | Sell |
2,520
-125
| -5% | -$32.8K | 0.02% | 270 |
|
|
2024
Q1 | $716K | Hold |
2,645
| – | – | 0.03% | 263 |
|
|
2023
Q4 | $667K | Buy |
2,645
+1,718
| +185% | +$433K | 0.03% | 253 |
|
|
2023
Q3 | $208K | Sell |
927
-61
| -6% | -$13.7K | 0.02% | 328 |
|
|
2023
Q2 | $240K | Sell |
988
-778
| -44% | -$189K | 0.03% | 256 |
|
|
2023
Q1 | $401K | Sell |
1,766
-1,203
| -41% | -$273K | 0.04% | 173 |
|
|
2022
Q4 | $637K | Buy |
+2,969
| New | +$637K | 0.07% | 132 |
|