Orion Portfolio Solutions’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 | $28.7M | Sell |
112,309
-1,797
| -2% | -$459K | 0.28% | 61 |
|
|
2024
Q4 | $32.8M | Sell |
114,106
-14,477
| -11% | -$4.17M | 0.33% | 50 |
|
|
2024
Q3 | $36.5M | Sell |
128,583
-1,551
| -1% | -$440K | 0.36% | 44 |
|
|
2024
Q2 | $34.2M | Sell |
130,134
-2,912
| -2% | -$764K | 0.36% | 46 |
|
|
2024
Q1 | $36M | Buy |
133,046
+37
| +0% | +$10K | 0.39% | 42 |
|
|
2023
Q4 | $32.9M | Sell |
133,009
-5,102
| -4% | -$1.26M | 0.38% | 46 |
|
|
2023
Q3 | $31M | Buy |
138,111
+187
| +0.1% | +$41.9K | 0.37% | 47 |
|
|
2023
Q2 | $33.5M | Buy |
137,924
+102
| +0.1% | +$24.8K | 0.36% | 47 |
|
|
2023
Q1 | $31.3M | Buy |
+137,822
| New | +$31.3M | 0.39% | 41 |
|
|
2020
Q3 | – | Sell |
-124
| Closed | -$26K | – | 1252 |
|
|
2020
Q2 | $26K | Buy |
124
+76
| +158% | +$15.9K | ﹤0.01% | 874 |
|
|
2020
Q1 | $8K | Sell |
48
-58
| -55% | -$9.67K | ﹤0.01% | 1154 |
|
|
2019
Q4 | $23K | Buy |
+106
| New | +$23K | ﹤0.01% | 742 |
|