Palisades Hudson Asset Management’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 | $734K | Buy |
2,566
+3
| +0.1% | +$858 | 0.29% | 41 |
|
|
2025
Q1 | $655K | Buy |
2,563
+3
| +0.1% | +$767 | 0.3% | 40 |
|
|
2024
Q4 | $737K | Buy |
2,560
+10
| +0.4% | +$2.88K | 0.31% | 41 |
|
|
2024
Q3 | $724K | Buy |
2,550
+4
| +0.2% | +$1.14K | 0.31% | 42 |
|
|
2024
Q2 | $668K | Buy |
2,546
+4
| +0.2% | +$1.05K | 0.31% | 42 |
|
|
2024
Q1 | $688K | Buy |
2,542
+3
| +0.1% | +$812 | 0.31% | 42 |
|
|
2023
Q4 | $640K | Buy |
2,539
+11
| +0.4% | +$2.77K | 0.31% | 45 |
|
|
2023
Q3 | $567K | Hold |
2,528
| – | – | 0.31% | 43 |
|
|
2023
Q2 | $613K | Sell |
2,528
-558
| -18% | -$135K | 0.32% | 40 |
|
|
2023
Q1 | $700K | Buy |
3,086
+6
| +0.2% | +$1.36K | 0.37% | 34 |
|
|
2022
Q4 | $661K | Buy |
3,080
+17
| +0.6% | +$3.65K | 0.36% | 35 |
|
|
2022
Q3 | $633K | Buy |
3,063
+558
| +22% | +$115K | 0.38% | 33 |
|
|
2022
Q2 | $517K | Buy |
2,505
+3
| +0.1% | +$619 | 0.29% | 49 |
|
|
2022
Q1 | $640K | Buy |
2,502
+2
| +0.1% | +$512 | 0.3% | 40 |
|
|
2021
Q4 | $733K | Buy |
2,500
+5
| +0.2% | +$1.47K | 0.31% | 38 |
|
|
2021
Q3 | $732K | Hold |
2,495
| – | – | 0.33% | 36 |
|
|
2021
Q2 | $778K | Buy |
2,495
+3
| +0.1% | +$935 | 0.35% | 36 |
|
|
2021
Q1 | $749K | Hold |
2,492
| – | – | 0.36% | 33 |
|
|
2020
Q4 | $714K | Buy |
2,492
+3
| +0.1% | +$860 | 0.37% | 33 |
|
|
2020
Q3 | $551K | Buy |
2,489
+3
| +0.1% | +$664 | 0.36% | 37 |
|
|
2020
Q2 | $514K | Sell |
2,486
-856
| -26% | -$177K | 0.35% | 37 |
|
|
2020
Q1 | $529K | Sell |
3,342
-77
| -2% | -$12.2K | 0.45% | 33 |
|
|
2019
Q4 | $733K | Buy |
3,419
+14
| +0.4% | +$3K | 0.47% | 29 |
|
|
2019
Q3 | $656K | Hold |
3,405
| – | – | 0.46% | 30 |
|
|
2019
Q2 | $684K | Buy |
3,405
+829
| +32% | +$167K | 0.47% | 29 |
|
|
2019
Q1 | $507K | Sell |
2,576
-22
| -0.8% | -$4.33K | 0.33% | 36 |
|
|
2018
Q4 | $436K | Buy |
2,598
+10
| +0.4% | +$1.68K | 0.26% | 49 |
|
|
2018
Q3 | $557K | Sell |
2,588
-107
| -4% | -$23K | 0.29% | 38 |
|
|
2018
Q2 | $551K | Hold |
2,695
| – | – | 0.3% | 36 |
|
|
2018
Q1 | $514K | Sell |
2,695
-40
| -1% | -$7.63K | 0.28% | 38 |
|
|
2017
Q4 | $511K | Buy |
2,735
+10
| +0.4% | +$1.87K | 0.28% | 39 |
|
|
2017
Q3 | $488K | Sell |
2,725
-13
| -0.5% | -$2.33K | 0.28% | 43 |
|
|
2017
Q2 | $462K | Hold |
2,738
| – | – | 0.27% | 42 |
|
|
2017
Q1 | $443K | Buy |
2,738
+5
| +0.2% | +$809 | 0.28% | 39 |
|
|
2016
Q4 | $421K | Sell |
2,733
-797
| -23% | -$123K | 0.26% | 44 |
|
|
2016
Q3 | $526K | Buy |
3,530
+12
| +0.3% | +$1.79K | 0.4% | 30 |
|
|
2016
Q2 | $483K | Sell |
3,518
-757
| -18% | -$104K | 0.39% | 29 |
|
|
2016
Q1 | $567K | Sell |
4,275
-1,232
| -22% | -$163K | 0.45% | 26 |
|
|
2015
Q4 | $767K | Buy |
5,507
+1,405
| +34% | +$196K | 0.65% | 22 |
|
|
2015
Q3 | $550K | Buy |
+4,102
| New | +$550K | 0.49% | 26 |
|