Occidental Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.72M | Sell |
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|
2025
Q1 | $5.18M | Sell |
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|
2024
Q4 | $5.84M | Sell |
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|
2024
Q3 | $5.93M | Sell |
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|
2024
Q2 | $5.52M | Buy |
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|
2024
Q1 | $5.24M | Buy |
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|
2023
Q4 | $4.75M | Buy |
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|
2023
Q3 | $4.14M | Buy |
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|
2023
Q2 | $3.73M | Buy |
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|
2023
Q1 | $1.76M | Sell |
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|
2022
Q4 | $1.67M | Buy |
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|
2022
Q3 | $1.6M | Buy |
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|
2022
Q2 | $818K | Buy |
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|
2022
Q1 | $840K | Sell |
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|
2021
Q4 | $1.3M | Sell |
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|
2021
Q3 | $1.3M | Buy |
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|
2021
Q2 | $1.34M | Buy |
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|
2021
Q1 | $1.2M | Sell |
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|
2020
Q4 | $1.81M | Buy |
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|
2020
Q3 | $1.39M | Sell |
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|
2020
Q2 | $1.32M | Sell |
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|
2020
Q1 | $1.08M | Sell |
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|
2019
Q4 | $2.31M | Sell |
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|
2019
Q3 | $2.09M | Buy |
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|
2019
Q2 | $2.11M | Sell |
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|
2019
Q1 | $2.17M | Buy |
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|
2018
Q4 | $1.81M | Buy |
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|
2018
Q3 | $2.3M | Sell |
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|
2018
Q2 | $3.72M | Sell |
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|
2018
Q1 | $3.55M | Sell |
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|
2017
Q4 | $3.48M | Buy |
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|
2017
Q3 | $3.27M | Sell |
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|
2017
Q2 | $3.77M | Buy |
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|
2017
Q1 | $3.54M | Buy |
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|
2016
Q4 | $3.36M | Buy |
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|
2016
Q3 | $1.73M | Buy |
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|
2016
Q2 | $1.08M | Buy |
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|
2016
Q1 | $994K | Sell |
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|
2015
Q4 | $1.12M | Buy |
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|
2015
Q3 | $1M | Sell |
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|
2015
Q2 | $1.19M | Buy |
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|
2015
Q1 | $1.12M | Buy |
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|
2014
Q4 | $560K | Buy |
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|
2014
Q3 | $459K | Buy |
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|
2014
Q2 | $373K | Buy |
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|
2014
Q1 | $224K | Buy |
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