Patriot Investment Management 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 | $322K | Hold |
1,125
| – | – | 0.02% | 193 |
|
2025
Q1 | $287K | Hold |
1,125
| – | – | 0.02% | 196 |
|
2024
Q4 | $324K | Hold |
1,125
| – | – | 0.02% | 190 |
|
2024
Q3 | $320K | Sell |
1,125
-125
| -10% | -$35.5K | 0.02% | 198 |
|
2024
Q2 | $328K | Sell |
1,250
-220
| -15% | -$57.8K | 0.03% | 194 |
|
2024
Q1 | $398K | Hold |
1,470
| – | – | 0.03% | 182 |
|
2023
Q4 | $371K | Hold |
1,470
| – | – | 0.03% | 182 |
|
2023
Q3 | $330K | Hold |
1,470
| – | – | 0.03% | 190 |
|
2023
Q2 | $357K | Hold |
1,470
| – | – | 0.03% | 192 |
|
2023
Q1 | $333K | Hold |
1,470
| – | – | 0.03% | 193 |
|
2022
Q4 | $344K | Sell |
1,470
-80
| -5% | -$18.7K | 0.03% | 195 |
|
2022
Q3 | $320K | Hold |
1,550
| – | – | 0.03% | 192 |
|
2022
Q2 | $319K | Hold |
1,550
| – | – | 0.03% | 194 |
|
2022
Q1 | $396K | Hold |
1,550
| – | – | 0.03% | 190 |
|
2021
Q4 | $454K | Sell |
1,550
-40
| -3% | -$11.7K | 0.04% | 185 |
|
2021
Q3 | $466K | Hold |
1,590
| – | – | 0.04% | 176 |
|
2021
Q2 | $495K | Sell |
1,590
-80
| -5% | -$24.9K | 0.05% | 170 |
|
2021
Q1 | $502K | Buy |
1,670
+375
| +29% | +$113K | 0.05% | 161 |
|
2020
Q4 | $371K | Sell |
1,295
-490
| -27% | -$140K | 0.06% | 140 |
|
2020
Q3 | $395K | Hold |
1,785
| – | – | 0.05% | 159 |
|
2020
Q2 | $369K | Hold |
1,785
| – | – | 0.05% | 167 |
|
2020
Q1 | $282K | Sell |
1,785
-502
| -22% | -$79.3K | 0.04% | 169 |
|
2019
Q4 | $489K | Hold |
2,287
| – | – | 0.06% | 148 |
|
2019
Q3 | $432K | Hold |
2,287
| – | – | 0.06% | 156 |
|
2019
Q2 | $459K | Hold |
2,287
| – | – | 0.06% | 152 |
|
2019
Q1 | $449K | Buy |
+2,287
| New | +$449K | 0.07% | 153 |
|