OneDigital Investment 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
Q2 | $954K | Sell |
3,336
-227
| -6% | -$64.9K | 0.01% | 653 |
|
|
2025
Q1 | $910K | Sell |
3,563
-249
| -7% | -$63.6K | 0.01% | 632 |
|
|
2024
Q4 | $1.1M | Sell |
3,812
-62
| -2% | -$17.8K | 0.01% | 604 |
|
|
2024
Q3 | $1.1M | Buy |
3,874
+15
| +0.4% | +$4.26K | 0.01% | 619 |
|
|
2024
Q2 | $1.01M | Buy |
3,859
+2,533
| +191% | +$665K | 0.01% | 615 |
|
|
2024
Q1 | $359K | Buy |
1,326
+217
| +20% | +$58.8K | 0.01% | 850 |
|
|
2023
Q4 | $280K | Sell |
1,109
-212
| -16% | -$53.5K | ﹤0.01% | 938 |
|
|
2023
Q3 | $296K | Sell |
1,321
-220
| -14% | -$49.3K | 0.01% | 812 |
|
|
2023
Q2 | $374K | Sell |
1,541
-187
| -11% | -$45.4K | 0.01% | 739 |
|
|
2023
Q1 | $392K | Sell |
1,728
-14
| -0.8% | -$3.18K | 0.01% | 692 |
|
|
2022
Q4 | $374K | Buy |
1,742
+203
| +13% | +$43.6K | 0.01% | 595 |
|
|
2022
Q3 | $318K | Sell |
1,539
-239
| -13% | -$49.4K | 0.01% | 581 |
|
|
2022
Q2 | $367K | Buy |
1,778
+61
| +4% | +$12.6K | 0.02% | 505 |
|
|
2022
Q1 | $439K | Sell |
1,717
-87
| -5% | -$22.2K | 0.02% | 476 |
|
|
2021
Q4 | $529K | Sell |
1,804
-214
| -11% | -$62.8K | 0.02% | 420 |
|
|
2021
Q3 | $593K | Sell |
2,018
-165
| -8% | -$48.5K | 0.02% | 376 |
|
|
2021
Q2 | $681K | Buy |
2,183
+222
| +11% | +$69.3K | 0.03% | 328 |
|
|
2021
Q1 | $590K | Sell |
1,961
-412
| -17% | -$124K | 0.03% | 346 |
|
|
2020
Q4 | $680K | Buy |
2,373
+869
| +58% | +$249K | 0.04% | 288 |
|
|
2020
Q3 | $333K | Buy |
1,504
+184
| +14% | +$40.7K | 0.02% | 393 |
|
|
2020
Q2 | $273K | Sell |
1,320
-22
| -2% | -$4.55K | 0.02% | 458 |
|
|
2020
Q1 | $212K | Buy |
1,342
+177
| +15% | +$28K | 0.02% | 456 |
|
|
2019
Q4 | $250K | Buy |
1,165
+45
| +4% | +$9.66K | 0.02% | 452 |
|
|
2019
Q3 | $216K | Sell |
1,120
-436
| -28% | -$84.1K | 0.02% | 473 |
|
|
2019
Q2 | $312K | Buy |
1,556
+1,064
| +216% | +$213K | 0.02% | 335 |
|
|
2019
Q1 | $97K | Hold |
492
| – | – | 0.01% | 374 |
|
|
2018
Q4 | $83K | Sell |
492
-32
| -6% | -$5.4K | 0.01% | 368 |
|
|
2018
Q3 | $113K | Buy |
524
+32
| +7% | +$6.9K | 0.03% | 261 |
|
|
2018
Q2 | $101K | Sell |
492
-286
| -37% | -$58.7K | 0.02% | 336 |
|
|
2018
Q1 | $148K | Sell |
778
-802
| -51% | -$153K | 0.03% | 275 |
|
|
2017
Q4 | $295K | Buy |
1,580
+1,082
| +217% | +$202K | 0.03% | 183 |
|
|
2017
Q3 | $89K | Buy |
498
+1
| +0.2% | +$179 | 0.03% | 256 |
|
|
2017
Q2 | $84K | Buy |
+497
| New | +$84K | 0.03% | 349 |
|