PBMares Wealth 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 | $387K | Hold |
1,355
| – | – | 0.07% | 125 |
|
|
2025
Q1 | $346K | Sell |
1,355
-6
| -0.4% | -$1.53K | 0.07% | 131 |
|
|
2024
Q4 | $392K | Buy |
1,361
+6
| +0.4% | +$1.73K | 0.08% | 130 |
|
|
2024
Q3 | $385K | Hold |
1,355
| – | – | 0.08% | 128 |
|
|
2024
Q2 | $356K | Hold |
1,355
| – | – | 0.09% | 131 |
|
|
2024
Q1 | $367K | Sell |
1,355
-24
| -2% | -$6.5K | 0.1% | 127 |
|
|
2023
Q4 | $348K | Sell |
1,379
-12
| -0.9% | -$3.03K | 0.1% | 125 |
|
|
2023
Q3 | $312K | Hold |
1,391
| – | – | 0.11% | 127 |
|
|
2023
Q2 | $337K | Hold |
1,391
| – | – | 0.12% | 126 |
|
|
2023
Q1 | $315K | Hold |
1,391
| – | – | 0.12% | 129 |
|
|
2022
Q4 | $298K | Sell |
1,391
-224
| -14% | -$48K | 0.12% | 124 |
|
|
2022
Q3 | $334K | Sell |
1,615
-374
| -19% | -$77.3K | 0.15% | 117 |
|
|
2022
Q2 | $410K | Sell |
1,989
-102
| -5% | -$21K | 0.18% | 104 |
|
|
2022
Q1 | $535K | Sell |
2,091
-20
| -0.9% | -$5.12K | 0.33% | 81 |
|
|
2021
Q4 | $619K | Sell |
2,111
-302
| -13% | -$88.6K | 0.26% | 79 |
|
|
2021
Q3 | $709K | Sell |
2,413
-865
| -26% | -$254K | 0.34% | 67 |
|
|
2021
Q2 | $1.02M | Sell |
3,278
-63
| -2% | -$19.6K | 0.56% | 40 |
|
|
2021
Q1 | $1.01M | Buy |
3,341
+1,783
| +114% | +$536K | 0.82% | 34 |
|
|
2020
Q4 | $447K | Buy |
+1,558
| New | +$447K | 0.51% | 71 |
|