Pinnacle Wealth Planning Services’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 | $353K | Hold |
1,235
| – | – | 0.05% | 257 |
|
|
2025
Q1 | $316K | Sell |
1,235
-35
| -3% | -$8.94K | 0.05% | 246 |
|
|
2024
Q4 | $366K | Buy |
1,270
+260
| +26% | +$74.8K | 0.05% | 210 |
|
|
2024
Q3 | $287K | Hold |
1,010
| – | – | 0.04% | 320 |
|
|
2024
Q2 | $265K | Hold |
1,010
| – | – | 0.04% | 321 |
|
|
2024
Q1 | $274K | Hold |
1,010
| – | – | 0.04% | 324 |
|
|
2023
Q4 | $255K | Hold |
1,010
| – | – | 0.04% | 317 |
|
|
2023
Q3 | $226K | Sell |
1,010
-42
| -4% | -$9.41K | 0.04% | 329 |
|
|
2023
Q2 | $255K | Hold |
1,052
| – | – | 0.04% | 300 |
|
|
2023
Q1 | $239K | Sell |
1,052
-26
| -2% | -$5.9K | 0.04% | 322 |
|
|
2022
Q4 | $231K | Hold |
1,078
| – | – | 0.04% | 325 |
|
|
2022
Q3 | $223K | Buy |
1,078
+26
| +2% | +$5.38K | 0.04% | 304 |
|
|
2022
Q2 | $217K | Sell |
1,052
-22
| -2% | -$4.54K | 0.04% | 328 |
|
|
2022
Q1 | $275K | Sell |
1,074
-190
| -15% | -$48.7K | 0.05% | 283 |
|
|
2021
Q4 | $371K | Hold |
1,264
| – | – | 0.07% | 216 |
|
|
2021
Q3 | $371K | Buy |
1,264
+3
| +0.2% | +$881 | 0.08% | 203 |
|
|
2021
Q2 | $393K | Hold |
1,261
| – | – | 0.09% | 179 |
|
|
2021
Q1 | $379K | Sell |
1,261
-18
| -1% | -$5.41K | 0.1% | 174 |
|
|
2020
Q4 | $367K | Sell |
1,279
-158
| -11% | -$45.3K | 0.09% | 152 |
|
|
2020
Q3 | $318K | Hold |
1,437
| – | – | 0.11% | 157 |
|
|
2020
Q2 | $297K | Sell |
1,437
-325
| -18% | -$67.2K | 0.1% | 162 |
|
|
2020
Q1 | $278K | Hold |
1,762
| – | – | 0.13% | 145 |
|
|
2019
Q4 | $377K | Hold |
1,762
| – | – | 0.18% | 122 |
|
|
2019
Q3 | $339K | Hold |
1,762
| – | – | 0.18% | 106 |
|
|
2019
Q2 | $354K | Sell |
1,762
-182
| -9% | -$36.6K | 0.21% | 93 |
|
|
2019
Q1 | $382K | Hold |
1,944
| – | – | 0.26% | 75 |
|
|
2018
Q4 | $327K | Sell |
1,944
-27
| -1% | -$4.54K | 0.21% | 87 |
|
|
2018
Q3 | $424K | Sell |
1,971
-92
| -4% | -$19.8K | 0.39% | 88 |
|
|
2018
Q2 | $422K | Hold |
2,063
| – | – | 0.41% | 83 |
|
|
2018
Q1 | $393K | Hold |
2,063
| – | – | 0.4% | 85 |
|
|
2017
Q4 | $385K | Buy |
+2,063
| New | +$385K | 0.78% | 28 |
|