Oak Harbor Wealth 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 | $293K | Hold |
1,026
| – | – | 0.08% | 167 |
|
|
2025
Q1 | $262K | Hold |
1,026
| – | – | 0.08% | 175 |
|
|
2024
Q4 | $295K | Hold |
1,026
| – | – | 0.09% | 144 |
|
|
2024
Q3 | $291K | Hold |
1,026
| – | – | 0.08% | 141 |
|
|
2024
Q2 | $269K | Hold |
1,026
| – | – | 0.08% | 137 |
|
|
2024
Q1 | $278K | Hold |
1,026
| – | – | 0.09% | 140 |
|
|
2023
Q4 | $259K | Hold |
1,026
| – | – | 0.09% | 146 |
|
|
2023
Q3 | $230K | Sell |
1,026
-280
| -21% | -$62.8K | 0.08% | 149 |
|
|
2023
Q2 | $317K | Hold |
1,306
| – | – | 0.11% | 129 |
|
|
2023
Q1 | $296K | Hold |
1,306
| – | – | 0.11% | 130 |
|
|
2022
Q4 | $280K | Hold |
1,306
| – | – | 0.11% | 127 |
|
|
2022
Q3 | $270K | Buy |
1,306
+206
| +19% | +$42.6K | 0.11% | 125 |
|
|
2022
Q2 | $227K | Hold |
1,100
| – | – | 0.09% | 139 |
|
|
2022
Q1 | $281K | Hold |
1,100
| – | – | 0.09% | 133 |
|
|
2021
Q4 | $322K | Buy |
+1,100
| New | +$322K | 0.11% | 124 |
|