OWA
Opal Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Buy |
1,152
+365
| +46% | +$104K | 0.09% | 122 |
|
|
2025
Q1 | $201K | Sell |
787
-5,977
| -88% | -$1.53M | 0.06% | 175 |
|
|
2024
Q4 | $1.95M | Buy |
6,764
+264
| +4% | +$76K | 0.58% | 29 |
|
|
2024
Q3 | $1.85M | Sell |
6,500
-112
| -2% | -$31.8K | 0.58% | 28 |
|
|
2024
Q2 | $1.74M | Sell |
6,612
-230
| -3% | -$60.4K | 0.56% | 27 |
|
|
2024
Q1 | $1.85M | Sell |
6,842
-245
| -3% | -$66.3K | 0.63% | 29 |
|
|
2023
Q4 | $1.79M | Buy |
+7,087
| New | +$1.79M | 0.7% | 25 |
|
|
2023
Q2 | – | Sell |
-897
| Closed | -$203K | – | 150 |
|
|
2023
Q1 | $203K | Sell |
897
-5,992
| -87% | -$1.36M | 0.12% | 109 |
|
|
2022
Q4 | $1.48M | Buy |
6,889
+3,333
| +94% | +$715K | 0.81% | 15 |
|
|
2022
Q3 | $735K | Sell |
3,556
-4,195
| -54% | -$867K | 0.54% | 27 |
|
|
2022
Q2 | $1.6M | Buy |
+7,751
| New | +$1.6M | 1.06% | 12 |
|
|
2022
Q1 | – | Sell |
-5,827
| Closed | -$1.71M | – | 119 |
|
|
2021
Q4 | $1.71M | Buy |
+5,827
| New | +$1.71M | 1.08% | 16 |
|