Oldfather Financial Services’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 | $7.53M | Buy |
26,341
+538
| +2% | +$154K | 2.59% | 11 |
|
|
2025
Q1 | $6.59M | Buy |
25,803
+129
| +0.5% | +$33K | 2.5% | 12 |
|
|
2024
Q4 | $7.39M | Buy |
25,674
+92
| +0.4% | +$26.5K | 2.82% | 10 |
|
|
2024
Q3 | $7.27M | Sell |
25,582
-166
| -0.6% | -$47.1K | 2.8% | 10 |
|
|
2024
Q2 | $6.76M | Sell |
25,748
-198
| -0.8% | -$52K | 2.77% | 9 |
|
|
2024
Q1 | $7.03M | Buy |
25,946
+539
| +2% | +$146K | 2.89% | 9 |
|
|
2023
Q4 | $6.41M | Buy |
25,407
+1,869
| +8% | +$471K | 2.86% | 10 |
|
|
2023
Q3 | $5.28M | Buy |
23,538
+152
| +0.6% | +$34.1K | 2.68% | 10 |
|
|
2023
Q2 | $5.67M | Buy |
23,386
+243
| +1% | +$59K | 2.77% | 10 |
|
|
2023
Q1 | $5.25M | Buy |
23,143
+1,922
| +9% | +$436K | 2.71% | 10 |
|
|
2022
Q4 | $4.55M | Buy |
21,221
+973
| +5% | +$209K | 2.59% | 10 |
|
|
2022
Q3 | $4.18M | Buy |
20,248
+616
| +3% | +$127K | 2.62% | 10 |
|
|
2022
Q2 | $4.41M | Buy |
19,632
+1,630
| +9% | +$366K | 2.51% | 10 |
|
|
2022
Q1 | $4.16M | Buy |
18,002
+1,030
| +6% | +$238K | 2.26% | 11 |
|
|
2021
Q4 | $4.42M | Buy |
16,972
+1,146
| +7% | +$298K | 2.32% | 10 |
|
|
2021
Q3 | $5.1M | Sell |
15,826
-140
| -0.9% | -$45.1K | 2.62% | 9 |
|
|
2021
Q2 | $4.81M | Buy |
15,966
+425
| +3% | +$128K | 2.63% | 9 |
|
|
2021
Q1 | $4.72M | Sell |
15,541
-1,148
| -7% | -$348K | 2.71% | 8 |
|
|
2020
Q4 | $5.45M | Buy |
16,689
+186
| +1% | +$60.8K | 3.23% | 7 |
|
|
2020
Q3 | $3.93M | Sell |
16,503
-8
| -0% | -$1.91K | 2.8% | 8 |
|
|
2020
Q2 | $3.56M | Buy |
16,511
+324
| +2% | +$69.9K | 2.77% | 8 |
|
|
2020
Q1 | $2.98M | Buy |
16,187
+2,893
| +22% | +$533K | 2.83% | 7 |
|
|
2019
Q4 | $2.88M | Buy |
+13,294
| New | +$2.88M | 2.68% | 8 |
|