Oxford Financial Group’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 | $420K | Sell |
1,469
-16
| -1% | -$4.57K | 0.03% | 146 |
|
|
2025
Q1 | $379K | Hold |
1,485
| – | – | 0.03% | 152 |
|
|
2024
Q4 | $427K | Sell |
1,485
-80
| -5% | -$23K | 0.03% | 164 |
|
|
2024
Q3 | $444K | Hold |
1,565
| – | – | 0.03% | 156 |
|
|
2024
Q2 | $411K | Buy |
1,565
+119
| +8% | +$31.2K | 0.03% | 178 |
|
|
2024
Q1 | $392K | Sell |
1,446
-7
| -0.5% | -$1.9K | 0.03% | 155 |
|
|
2023
Q4 | $366K | Sell |
1,453
-210
| -13% | -$53K | 0.03% | 161 |
|
|
2023
Q3 | $373K | Buy |
1,663
+210
| +14% | +$47.1K | 0.03% | 151 |
|
|
2023
Q2 | $353K | Hold |
1,453
| – | – | 0.03% | 160 |
|
|
2023
Q1 | $330K | Hold |
1,453
| – | – | 0.04% | 140 |
|
|
2022
Q4 | $312K | Hold |
1,453
| – | – | 0.04% | 149 |
|
|
2022
Q3 | $300K | Hold |
1,453
| – | – | 0.05% | 137 |
|
|
2022
Q2 | $300K | Hold |
1,453
| – | – | 0.04% | 150 |
|
|
2022
Q1 | $372K | Hold |
1,453
| – | – | 0.05% | 138 |
|
|
2021
Q4 | $426K | Sell |
1,453
-965
| -40% | -$283K | 0.05% | 134 |
|
|
2021
Q3 | $710K | Sell |
2,418
-7
| -0.3% | -$2.06K | 0.09% | 93 |
|
|
2021
Q2 | $756K | Hold |
2,425
| – | – | 0.1% | 91 |
|
|
2021
Q1 | $729K | Hold |
2,425
| – | – | 0.1% | 87 |
|
|
2020
Q4 | $695K | Hold |
2,425
| – | – | 0.1% | 87 |
|
|
2020
Q3 | $537K | Hold |
2,425
| – | – | 0.09% | 90 |
|
|
2020
Q2 | $502K | Sell |
2,425
-7
| -0.3% | -$1.45K | 0.09% | 94 |
|
|
2020
Q1 | $385K | Hold |
2,432
| – | – | 0.08% | 102 |
|
|
2019
Q4 | $521K | Buy |
2,432
+21
| +0.9% | +$4.5K | 0.14% | 44 |
|
|
2019
Q3 | $465K | Buy |
2,411
+965
| +67% | +$186K | 0.15% | 40 |
|
|
2019
Q2 | $290K | Hold |
1,446
| – | – | 0.1% | 44 |
|
|
2019
Q1 | $284K | Buy |
+1,446
| New | +$284K | 0.1% | 44 |
|