Prosperity Planning’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 | $926K | Sell |
3,239
-8
| -0.2% | -$2.29K | 0.27% | 57 |
|
|
2025
Q1 | $830K | Sell |
3,247
-44
| -1% | -$11.2K | 0.26% | 59 |
|
|
2024
Q4 | $947K | Sell |
3,291
-206
| -6% | -$59.3K | 0.3% | 54 |
|
|
2024
Q3 | $993K | Sell |
3,497
-213
| -6% | -$60.5K | 0.31% | 55 |
|
|
2024
Q2 | $974K | Sell |
3,710
-16
| -0.4% | -$4.2K | 0.33% | 54 |
|
|
2024
Q1 | $1.01M | Sell |
3,726
-30
| -0.8% | -$8.12K | 0.35% | 49 |
|
|
2023
Q4 | $947K | Sell |
3,756
-471
| -11% | -$119K | 0.35% | 50 |
|
|
2023
Q3 | $947K | Sell |
4,227
-23
| -0.5% | -$5.16K | 0.4% | 48 |
|
|
2023
Q2 | $1.03M | Sell |
4,250
-68
| -2% | -$16.5K | 0.43% | 48 |
|
|
2023
Q1 | $979K | Buy |
4,318
+128
| +3% | +$29K | 0.43% | 48 |
|
|
2022
Q4 | $747K | Hold |
4,190
| – | – | 0.37% | 49 |
|
|
2022
Q3 | $866K | Buy |
4,190
+1,614
| +63% | +$334K | 0.45% | 42 |
|
|
2022
Q2 | $835K | Hold |
2,576
| – | – | 0.43% | 43 |
|
|
2022
Q1 | $663K | Hold |
2,576
| – | – | 0.32% | 47 |
|
|
2021
Q4 | $755K | Sell |
2,576
-3
| -0.1% | -$879 | 0.38% | 45 |
|
|
2021
Q3 | $757K | Buy |
2,579
+36
| +1% | +$10.6K | 0.41% | 44 |
|
|
2021
Q2 | $793K | Hold |
2,543
| – | – | 0.49% | 39 |
|
|
2021
Q1 | $765K | Sell |
2,543
-114
| -4% | -$34.3K | 0.54% | 38 |
|
|
2020
Q4 | $762K | Buy |
+2,657
| New | +$762K | 0.65% | 36 |
|