Perfromance Wealth Partners’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 | $474K | Sell |
1,658
-13
| -0.8% | -$3.72K | 0.02% | 110 |
|
|
2025
Q1 | $427K | Sell |
1,671
-1,025
| -38% | -$262K | 0.02% | 107 |
|
|
2024
Q4 | $776K | Sell |
2,696
-2
| -0.1% | -$576 | 0.02% | 72 |
|
|
2024
Q3 | $766K | Hold |
2,698
| – | – | 0.03% | 74 |
|
|
2024
Q2 | $708K | Hold |
2,698
| – | – | 0.03% | 69 |
|
|
2024
Q1 | $731K | Hold |
2,698
| – | – | 0.03% | 74 |
|
|
2023
Q4 | $680K | Sell |
2,698
-363
| -12% | -$91.6K | 0.03% | 82 |
|
|
2023
Q3 | $686K | Hold |
3,061
| – | – | 0.03% | 89 |
|
|
2023
Q2 | $734K | Hold |
3,061
| – | – | 0.03% | 92 |
|
|
2023
Q1 | $694K | Sell |
3,061
-63
| -2% | -$14.3K | 0.04% | 93 |
|
|
2022
Q4 | $670K | Sell |
3,124
-119
| -4% | -$25.5K | 0.04% | 88 |
|
|
2022
Q3 | $670K | Buy |
3,243
+50
| +2% | +$10.3K | 0.04% | 84 |
|
|
2022
Q2 | $659K | Sell |
3,193
-110
| -3% | -$22.7K | 0.04% | 87 |
|
|
2022
Q1 | $845K | Hold |
3,303
| – | – | 0.04% | 81 |
|
|
2021
Q4 | $968K | Buy |
+3,303
| New | +$968K | 0.04% | 84 |
|