Rehmann Capital Advisory Group’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 | $2.73M | Buy |
9,540
+114
| +1% | +$32.6K | 0.17% | 98 |
|
|
2025
Q1 | $2.41M | Buy |
9,426
+615
| +7% | +$157K | 0.15% | 110 |
|
|
2024
Q4 | $2.54M | Sell |
8,811
-64
| -0.7% | -$18.4K | 0.16% | 107 |
|
|
2024
Q3 | $2.5M | Buy |
8,875
+133
| +2% | +$37.4K | 0.16% | 109 |
|
|
2024
Q2 | $2.3M | Buy |
8,742
+802
| +10% | +$211K | 0.16% | 108 |
|
|
2024
Q1 | $2.15M | Sell |
7,940
-546
| -6% | -$148K | 0.16% | 110 |
|
|
2023
Q4 | $2.14M | Sell |
8,486
-789
| -9% | -$199K | 0.18% | 102 |
|
|
2023
Q3 | $2.08M | Buy |
9,275
+43
| +0.5% | +$9.64K | 0.19% | 95 |
|
|
2023
Q2 | $2.24M | Sell |
9,232
-17
| -0.2% | -$4.13K | 0.2% | 92 |
|
|
2023
Q1 | $2.1M | Sell |
9,249
-252
| -3% | -$57.2K | 0.2% | 102 |
|
|
2022
Q4 | $2.04M | Buy |
9,501
+313
| +3% | +$67.2K | 0.21% | 97 |
|
|
2022
Q3 | $1.9M | Sell |
9,188
-1,910
| -17% | -$395K | 0.21% | 94 |
|
|
2022
Q2 | $2.29M | Buy |
11,098
+1,793
| +19% | +$370K | 0.25% | 79 |
|
|
2022
Q1 | $2.38M | Sell |
9,305
-1,226
| -12% | -$314K | 0.23% | 87 |
|
|
2021
Q4 | $3.09M | Buy |
10,531
+1,789
| +20% | +$524K | 0.29% | 66 |
|
|
2021
Q3 | $2.57M | Buy |
8,742
+12
| +0.1% | +$3.52K | 0.24% | 75 |
|
|
2021
Q2 | $2.72M | Hold |
8,730
| – | – | 0.26% | 67 |
|
|
2021
Q1 | $2.63M | Sell |
8,730
-1,199
| -12% | -$361K | 0.27% | 67 |
|
|
2020
Q4 | $2.85M | Sell |
9,929
-23
| -0.2% | -$6.6K | 0.32% | 59 |
|
|
2020
Q3 | $2.2M | Sell |
9,952
-89
| -0.9% | -$19.7K | 0.28% | 66 |
|
|
2020
Q2 | $2.08M | Sell |
10,041
-684
| -6% | -$142K | 0.28% | 70 |
|
|
2020
Q1 | $1.7M | Buy |
+10,725
| New | +$1.7M | 0.28% | 66 |
|
|
2019
Q3 | – | Sell |
-12,533
| Closed | -$2.52M | – | 1918 |
|
|
2019
Q2 | $2.52M | Buy |
12,533
+2,374
| +23% | +$477K | 0.31% | 55 |
|
|
2019
Q1 | $2M | Buy |
+10,159
| New | +$2M | 0.27% | 61 |
|
|
2018
Q4 | – | Sell |
-10,545
| Closed | -$2.27M | – | 1994 |
|
|
2018
Q3 | $2.27M | Buy |
10,545
+101
| +1% | +$21.7K | 0.31% | 50 |
|
|
2018
Q2 | $2.13M | Sell |
10,444
-37
| -0.4% | -$7.56K | 0.31% | 57 |
|
|
2018
Q1 | $2M | Buy |
10,481
+319
| +3% | +$60.8K | 0.31% | 56 |
|
|
2017
Q4 | $1.9M | Sell |
10,162
-590
| -5% | -$110K | 0.32% | 65 |
|
|
2017
Q3 | $1.92M | Buy |
10,752
+3,032
| +39% | +$543K | 0.35% | 62 |
|
|
2017
Q2 | $1.3M | Sell |
7,720
-3,104
| -29% | -$524K | 0.25% | 91 |
|
|
2017
Q1 | $1.75M | Sell |
10,824
-23
| -0.2% | -$3.72K | 0.29% | 70 |
|
|
2016
Q4 | $1.67M | Buy |
10,847
+84
| +0.8% | +$12.9K | 0.31% | 66 |
|
|
2016
Q3 | $1.6M | Sell |
10,763
-178
| -2% | -$26.5K | 0.31% | 65 |
|
|
2016
Q2 | $1.5M | Sell |
10,941
-16
| -0.1% | -$2.2K | 0.28% | 77 |
|
|
2016
Q1 | $1.45M | Sell |
10,957
-178
| -2% | -$23.6K | 0.28% | 76 |
|
|
2015
Q4 | $1.55M | Sell |
11,135
-451
| -4% | -$62.8K | 0.33% | 62 |
|
|
2015
Q3 | $1.55M | Sell |
11,586
-685
| -6% | -$91.8K | 0.35% | 58 |
|
|
2015
Q2 | $1.9M | Sell |
12,271
-1,245
| -9% | -$192K | 0.43% | 48 |
|
|
2015
Q1 | $2.05M | Buy |
13,516
+1,625
| +14% | +$246K | 0.46% | 45 |
|
|
2014
Q4 | $1.69M | Sell |
11,891
-699
| -6% | -$99.5K | 0.39% | 53 |
|
|
2014
Q3 | $1.63M | Sell |
12,590
-1,360
| -10% | -$176K | 0.39% | 57 |
|
|
2014
Q2 | $1.93M | Buy |
13,950
+1,216
| +10% | +$168K | 0.46% | 47 |
|
|
2014
Q1 | $1.73M | Sell |
12,734
-339
| -3% | -$46.1K | 0.47% | 48 |
|
|
2013
Q4 | $1.77M | Sell |
13,073
-117
| -0.9% | -$15.9K | 0.54% | 41 |
|
|
2013
Q3 | $1.66M | Sell |
13,190
-354
| -3% | -$44.6K | 0.54% | 39 |
|
|
2013
Q2 | $1.51M | Buy |
+13,544
| New | +$1.51M | 0.52% | 46 |
|