Prime Capital Investment 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 | $590K | Sell |
2,064
-374
| -15% | -$107K | 0.01% | 566 |
|
|
2025
Q1 | $623K | Buy |
2,438
+520
| +27% | +$133K | 0.01% | 608 |
|
|
2024
Q4 | $552K | Sell |
1,918
-1
| -0.1% | -$288 | 0.01% | 545 |
|
|
2024
Q3 | $545K | Hold |
1,919
| – | – | 0.01% | 565 |
|
|
2024
Q2 | $504K | Sell |
1,919
-177
| -8% | -$46.5K | 0.01% | 571 |
|
|
2024
Q1 | $568K | Buy |
2,096
+100
| +5% | +$27.1K | 0.01% | 589 |
|
|
2023
Q4 | $503K | Sell |
1,996
-320
| -14% | -$80.7K | 0.01% | 574 |
|
|
2023
Q3 | $519K | Buy |
2,316
+19
| +0.8% | +$4.26K | 0.01% | 464 |
|
|
2023
Q2 | $557K | Buy |
2,297
+845
| +58% | +$205K | 0.01% | 458 |
|
|
2023
Q1 | $329K | Sell |
1,452
-516
| -26% | -$117K | 0.01% | 416 |
|
|
2022
Q4 | $422K | Buy |
1,968
+498
| +34% | +$107K | 0.02% | 352 |
|
|
2022
Q3 | $304K | Hold |
1,470
| – | – | 0.02% | 302 |
|
|
2022
Q2 | $303K | Sell |
1,470
-92
| -6% | -$19K | 0.02% | 295 |
|
|
2022
Q1 | $458K | Hold |
1,562
| – | – | 0.03% | 244 |
|
|
2021
Q4 | $458K | Buy |
1,562
+100
| +7% | +$29.3K | 0.02% | 244 |
|
|
2021
Q3 | $429K | Sell |
1,462
-852
| -37% | -$250K | 0.03% | 227 |
|
|
2021
Q2 | $721K | Buy |
2,314
+949
| +70% | +$296K | 0.04% | 214 |
|
|
2021
Q1 | $411K | Sell |
1,365
-612
| -31% | -$184K | 0.03% | 205 |
|
|
2020
Q4 | $567K | Sell |
1,977
-237
| -11% | -$68K | 0.04% | 169 |
|
|
2020
Q3 | $491K | Buy |
2,214
+59
| +3% | +$13.1K | 0.04% | 188 |
|
|
2020
Q2 | $446K | Sell |
2,155
-274
| -11% | -$56.7K | 0.04% | 184 |
|
|
2020
Q1 | $384K | Sell |
2,429
-13,681
| -85% | -$2.16M | 0.05% | 160 |
|
|
2019
Q4 | $3.45M | Buy |
16,110
+680
| +4% | +$146K | 0.39% | 54 |
|
|
2019
Q3 | $2.97M | Buy |
15,430
+1,421
| +10% | +$274K | 0.46% | 56 |
|
|
2019
Q2 | $2.81M | Buy |
14,009
+1,461
| +12% | +$293K | 0.51% | 51 |
|
|
2019
Q1 | $2.47M | Buy |
12,548
+665
| +6% | +$131K | 0.72% | 42 |
|
|
2018
Q4 | $2M | Buy |
11,883
+945
| +9% | +$159K | 0.72% | 40 |
|
|
2018
Q3 | $2.35M | Buy |
10,938
+4,397
| +67% | +$946K | 0.75% | 46 |
|
|
2018
Q2 | $1.34M | Sell |
6,541
-59
| -0.9% | -$12.1K | 0.56% | 55 |
|
|
2018
Q1 | $1.26M | Buy |
6,600
+1,287
| +24% | +$245K | 0.89% | 29 |
|
|
2017
Q4 | $992K | Buy |
+5,313
| New | +$992K | 0.76% | 38 |
|