One Wealth Advisors’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 |
-821
| Closed | -$236K | – | 298 |
|
|
2024
Q4 | $236K | Buy |
+821
| New | +$236K | 0.04% | 218 |
|
|
2024
Q1 | – | Sell |
-1,302
| Closed | -$328K | – | 254 |
|
|
2023
Q4 | $328K | Buy |
+1,302
| New | +$328K | 0.06% | 149 |
|
|
2023
Q1 | – | Sell |
-1,932
| Closed | -$414K | – | 401 |
|
|
2022
Q4 | $414K | Buy |
+1,932
| New | +$414K | 0.09% | 112 |
|
|
2020
Q1 | – | Sell |
-1,173
| Closed | -$251K | – | 118 |
|
|
2019
Q4 | $251K | Buy |
+1,173
| New | +$251K | 0.19% | 83 |
|
|
2019
Q2 | – | Sell |
-351
| Closed | -$69K | – | 302 |
|
|
2019
Q1 | $69K | Sell |
351
-2,379
| -87% | -$468K | 0.06% | 211 |
|
|
2018
Q4 | $459K | Buy |
2,730
+2,379
| +678% | +$400K | 0.46% | 29 |
|
|
2018
Q3 | $76K | Hold |
351
| – | – | 0.06% | 220 |
|
|
2018
Q2 | $72K | Hold |
351
| – | – | 0.06% | 226 |
|
|
2018
Q1 | $67K | Buy |
351
+111
| +46% | +$21.2K | 0.06% | 227 |
|
|
2017
Q4 | $45K | Buy |
+240
| New | +$45K | 0.04% | 281 |
|