Red Tortoise LLC’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 | $255K | Hold |
892
| – | – | 0.12% | 70 |
|
|
2025
Q1 | $228K | Hold |
892
| – | – | 0.12% | 69 |
|
|
2024
Q4 | $257K | Hold |
892
| – | – | 0.13% | 69 |
|
|
2024
Q3 | $253K | Sell |
892
-3
| -0.3% | -$852 | 0.13% | 70 |
|
|
2024
Q2 | $235K | Hold |
895
| – | – | 0.13% | 70 |
|
|
2024
Q1 | $242K | Hold |
895
| – | – | 0.14% | 69 |
|
|
2023
Q4 | $226K | Buy |
895
+4
| +0.4% | +$1.01K | 0.13% | 73 |
|
|
2023
Q3 | $200K | Hold |
891
| – | – | 0.13% | 70 |
|
|
2023
Q2 | $216K | Buy |
891
+14
| +2% | +$3.4K | 0.14% | 68 |
|
|
2023
Q1 | $199K | Buy |
877
+2
| +0.2% | +$454 | 0.13% | 69 |
|
|
2022
Q4 | $188K | Buy |
+875
| New | +$188K | 0.13% | 75 |
|
|
2022
Q2 | – | Sell |
-875
| Closed | -$224K | – | 63 |
|
|
2022
Q1 | $224K | Hold |
875
| – | – | 0.17% | 61 |
|
|
2021
Q4 | $256K | Hold |
875
| – | – | 0.18% | 59 |
|
|
2021
Q3 | $181K | Buy |
+875
| New | +$181K | 0.14% | 73 |
|