PFS 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 | $23.2K | Hold |
81
| – | – | 0.01% | 227 |
|
|
2025
Q1 | $20.7K | Hold |
81
| – | – | 0.01% | 222 |
|
|
2024
Q4 | $23.3K | Hold |
81
| – | – | 0.01% | 205 |
|
|
2024
Q3 | $23K | Sell |
81
-12
| -13% | -$3.41K | 0.01% | 203 |
|
|
2024
Q2 | $24.4K | Hold |
93
| – | – | 0.02% | 175 |
|
|
2024
Q1 | $25.2K | Hold |
93
| – | – | 0.02% | 177 |
|
|
2023
Q4 | $23.5K | Sell |
93
-69
| -43% | -$17.4K | 0.02% | 177 |
|
|
2023
Q3 | $36.4K | Hold |
162
| – | – | 0.03% | 121 |
|
|
2023
Q2 | $39.4K | Sell |
162
-107
| -40% | -$26K | 0.03% | 119 |
|
|
2023
Q1 | $61.1K | Sell |
269
-203
| -43% | -$46.1K | 0.06% | 86 |
|
|
2022
Q4 | $101K | Sell |
472
-295
| -38% | -$63.3K | 0.11% | 59 |
|
|
2022
Q3 | $158K | Sell |
767
-155
| -17% | -$32K | 0.17% | 37 |
|
|
2022
Q2 | $190K | Buy |
922
+155
| +20% | +$32K | 0.19% | 36 |
|
|
2022
Q1 | $196K | Sell |
767
-2,244
| -75% | -$574K | 0.17% | 37 |
|
|
2021
Q4 | $882K | Buy |
+3,011
| New | +$882K | 0.65% | 15 |
|