Plante Moran Financial Advisors’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 | $169K | Buy |
592
+11
| +2% | +$3.14K | 0.01% | 177 |
|
|
2025
Q1 | $148K | Hold |
581
| – | – | 0.01% | 199 |
|
|
2024
Q4 | $167K | Buy |
581
+505
| +664% | +$145K | 0.01% | 192 |
|
|
2024
Q3 | $21.6K | Hold |
76
| – | – | ﹤0.01% | 517 |
|
|
2024
Q2 | $20K | Hold |
76
| – | – | ﹤0.01% | 481 |
|
|
2024
Q1 | $20.6K | Hold |
76
| – | – | ﹤0.01% | 501 |
|
|
2023
Q4 | $19.2K | Sell |
76
-100
| -57% | -$25.2K | ﹤0.01% | 460 |
|
|
2023
Q3 | $39.5K | Sell |
176
-80
| -31% | -$17.9K | ﹤0.01% | 321 |
|
|
2023
Q2 | $62.1K | Sell |
256
-76
| -23% | -$18.4K | 0.01% | 274 |
|
|
2023
Q1 | $75.3K | Hold |
332
| – | – | 0.01% | 249 |
|
|
2022
Q4 | $71.2K | Buy |
332
+76
| +30% | +$16.3K | 0.01% | 274 |
|
|
2022
Q3 | $53K | Hold |
256
| – | – | 0.01% | 295 |
|
|
2022
Q2 | $53K | Sell |
256
-3
| -1% | -$621 | 0.01% | 307 |
|
|
2022
Q1 | $66K | Buy |
259
+3
| +1% | +$764 | 0.01% | 286 |
|
|
2021
Q4 | $75K | Buy |
256
+80
| +45% | +$23.4K | 0.01% | 290 |
|
|
2021
Q3 | $52K | Sell |
176
-50
| -22% | -$14.8K | 0.01% | 376 |
|
|
2021
Q2 | $70K | Buy |
226
+40
| +22% | +$12.4K | 0.02% | 305 |
|
|
2021
Q1 | $56K | Sell |
186
-20
| -10% | -$6.02K | 0.02% | 338 |
|
|
2020
Q4 | $59K | Buy |
206
+120
| +140% | +$34.4K | 0.02% | 325 |
|
|
2020
Q3 | $19K | Buy |
86
+18
| +26% | +$3.98K | 0.01% | 509 |
|
|
2020
Q2 | $14K | Buy |
+68
| New | +$14K | 0.01% | 485 |
|
|
2020
Q1 | – | Sell |
-194
| Closed | -$42K | – | 792 |
|
|
2019
Q4 | $42K | Sell |
194
-1,820
| -90% | -$394K | 0.01% | 347 |
|
|
2019
Q3 | $388K | Buy |
2,014
+2
| +0.1% | +$385 | 0.11% | 103 |
|
|
2019
Q2 | $404K | Hold |
2,012
| – | – | 0.12% | 99 |
|
|
2019
Q1 | $396K | Hold |
2,012
| – | – | 0.12% | 95 |
|
|
2018
Q4 | $338K | Hold |
2,012
| – | – | 0.12% | 97 |
|
|
2018
Q3 | $433K | Hold |
2,012
| – | – | 0.14% | 84 |
|
|
2018
Q2 | $411K | Sell |
2,012
-33
| -2% | -$6.74K | 0.21% | 84 |
|
|
2018
Q1 | $390K | Buy |
2,045
+33
| +2% | +$6.29K | 0.21% | 85 |
|
|
2017
Q4 | $376K | Hold |
2,012
| – | – | 0.21% | 85 |
|
|
2017
Q3 | $360K | Sell |
2,012
-25
| -1% | -$4.47K | 0.21% | 84 |
|
|
2017
Q2 | $344K | Buy |
2,037
+25
| +1% | +$4.22K | 0.22% | 85 |
|
|
2017
Q1 | $325K | Hold |
2,012
| – | – | 0.2% | 92 |
|
|
2016
Q4 | $310K | Hold |
2,012
| – | – | 0.19% | 92 |
|
|
2016
Q3 | $300K | Hold |
2,012
| – | – | 0.2% | 90 |
|
|
2016
Q2 | $276K | Sell |
2,012
-2,550
| -56% | -$350K | 0.2% | 91 |
|
|
2016
Q1 | $605K | Hold |
4,562
| – | – | 0.47% | 47 |
|
|
2015
Q4 | $635K | Sell |
4,562
-247
| -5% | -$34.4K | 0.48% | 45 |
|
|
2015
Q3 | $644K | Hold |
4,809
| – | – | 0.51% | 45 |
|
|
2015
Q2 | $743K | Sell |
4,809
-1,559
| -24% | -$241K | 0.53% | 43 |
|
|
2015
Q1 | $965K | Buy |
6,368
+5,372
| +539% | +$814K | 0.67% | 34 |
|
|
2014
Q4 | $142K | Sell |
996
-101
| -9% | -$14.4K | 0.1% | 140 |
|
|
2014
Q3 | $142K | Buy |
+1,097
| New | +$142K | 0.12% | 128 |
|