PIA
Powell Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7M | Buy |
61,860
+11,310
| +22% | +$3.23M | 6.63% | 4 |
|
|
2025
Q1 | $12.9M | Buy |
50,550
+3,587
| +8% | +$917K | 6.34% | 4 |
|
|
2024
Q4 | $13.5M | Buy |
46,963
+954
| +2% | +$275K | 6.26% | 4 |
|
|
2024
Q3 | $13.1M | Buy |
46,009
+7,177
| +18% | +$2.04M | 6.1% | 4 |
|
|
2024
Q2 | $10.2M | Buy |
38,832
+1,383
| +4% | +$363K | 5.28% | 5 |
|
|
2024
Q1 | $10.1M | Sell |
37,449
-543
| -1% | -$147K | 5.36% | 5 |
|
|
2023
Q4 | $9.58M | Sell |
37,992
-4,881
| -11% | -$1.23M | 5.3% | 5 |
|
|
2023
Q3 | $9.63M | Buy |
42,873
+229
| +0.5% | +$51.4K | 5.79% | 5 |
|
|
2023
Q2 | $10.3M | Sell |
42,644
-2,481
| -5% | -$602K | 6.05% | 4 |
|
|
2023
Q1 | $10.2M | Buy |
45,125
+101
| +0.2% | +$22.9K | 5.7% | 5 |
|
|
2022
Q4 | $9.66M | Sell |
45,024
-863
| -2% | -$185K | 5.61% | 5 |
|
|
2022
Q3 | $9.48M | Sell |
45,887
-6,170
| -12% | -$1.27M | 6.22% | 4 |
|
|
2022
Q2 | $10.7M | Buy |
52,057
+5,272
| +11% | +$1.09M | 6.51% | 4 |
|
|
2022
Q1 | $12M | Buy |
46,785
+5,778
| +14% | +$1.48M | 6.96% | 4 |
|
|
2021
Q4 | $12M | Buy |
41,007
+1,109
| +3% | +$325K | 6.83% | 4 |
|
|
2021
Q3 | $11.7M | Sell |
39,898
-1,522
| -4% | -$447K | 7.23% | 4 |
|
|
2021
Q2 | $12.9M | Buy |
41,420
+1,144
| +3% | +$357K | 7.93% | 4 |
|
|
2021
Q1 | $12.1M | Buy |
40,276
+1,350
| +3% | +$406K | 7.92% | 4 |
|
|
2020
Q4 | $11.2M | Buy |
38,926
+257
| +0.7% | +$73.7K | 8.49% | 3 |
|
|
2020
Q3 | $8.57M | Buy |
38,669
+5,580
| +17% | +$1.24M | 7.35% | 3 |
|
|
2020
Q2 | $6.85M | Buy |
33,089
+8,165
| +33% | +$1.69M | 6.62% | 3 |
|
|
2020
Q1 | $3.94M | Buy |
24,924
+2,568
| +11% | +$406K | 4.77% | 6 |
|
|
2019
Q4 | $4.79M | Buy |
+22,356
| New | +$4.79M | 4.99% | 6 |
|