O'Connor Financial Group’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
Q1 | – | Sell |
-1,421
| Closed | -$409K | – | 57 |
|
|
2024
Q4 | $409K | Hold |
1,421
| – | – | 0.21% | 37 |
|
|
2024
Q3 | $404K | Hold |
1,421
| – | – | 0.21% | 37 |
|
|
2024
Q2 | $373K | Sell |
1,421
-2
| -0.1% | -$525 | 0.22% | 35 |
|
|
2024
Q1 | $385K | Sell |
1,423
-7
| -0.5% | -$1.9K | 0.23% | 33 |
|
|
2023
Q4 | $361K | Hold |
1,430
| – | – | 0.22% | 45 |
|
|
2023
Q3 | $321K | Buy |
1,430
+13
| +0.9% | +$2.91K | 0.22% | 45 |
|
|
2023
Q2 | $344K | Buy |
1,417
+277
| +24% | +$67.2K | 0.24% | 43 |
|
|
2023
Q1 | $259K | Buy |
+1,140
| New | +$259K | 0.19% | 49 |
|