Rice Partnership’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 | $130K | Hold |
456
| – | – | 0.02% | 119 |
|
|
2025
Q1 | $117K | Hold |
456
| – | – | 0.02% | 108 |
|
|
2024
Q4 | $131K | Hold |
456
| – | – | 0.03% | 112 |
|
|
2024
Q3 | $130K | Hold |
456
| – | – | 0.03% | 111 |
|
|
2024
Q2 | $120K | Hold |
456
| – | – | 0.03% | 106 |
|
|
2024
Q1 | $123K | Hold |
456
| – | – | 0.03% | 99 |
|
|
2023
Q4 | $115K | Sell |
456
-152
| -25% | -$38.3K | 0.03% | 96 |
|
|
2023
Q3 | $136K | Sell |
608
-2
| -0.3% | -$448 | 0.04% | 98 |
|
|
2023
Q2 | $148K | Hold |
610
| – | – | 0.04% | 100 |
|
|
2023
Q1 | $138K | Hold |
610
| – | – | 0.04% | 92 |
|
|
2022
Q4 | $131K | Hold |
610
| – | – | 0.04% | 88 |
|
|
2022
Q3 | $126K | Hold |
610
| – | – | 0.04% | 91 |
|
|
2022
Q2 | $126K | Hold |
610
| – | – | 0.04% | 89 |
|
|
2022
Q1 | $156K | Hold |
610
| – | – | 0.05% | 99 |
|
|
2021
Q4 | $179K | Sell |
610
-45
| -7% | -$13.2K | 0.05% | 97 |
|
|
2021
Q3 | $192K | Buy |
655
+45
| +7% | +$13.2K | 0.06% | 92 |
|
|
2021
Q2 | $190K | Hold |
610
| – | – | 0.06% | 94 |
|
|
2021
Q1 | $183K | Hold |
610
| – | – | 0.06% | 88 |
|
|
2020
Q4 | $175K | Hold |
610
| – | – | 0.07% | 87 |
|
|
2020
Q3 | $135K | Hold |
610
| – | – | 0.06% | 74 |
|
|
2020
Q2 | $126K | Hold |
610
| – | – | 0.06% | 64 |
|
|
2020
Q1 | $96K | Sell |
610
-8,764
| -93% | -$1.38M | 0.06% | 70 |
|
|
2019
Q4 | $2.01M | Hold |
9,374
| – | – | 1.09% | 29 |
|
|
2019
Q3 | $1.81M | Hold |
9,374
| – | – | 1.13% | 25 |
|
|
2019
Q2 | $1.88M | Hold |
9,374
| – | – | 1.27% | 23 |
|
|
2019
Q1 | $1.84M | Sell |
9,374
-6,314
| -40% | -$1.24M | 1.33% | 24 |
|
|
2018
Q4 | $2.64M | Sell |
15,688
-34,773
| -69% | -$5.84M | 2.37% | 15 |
|
|
2018
Q3 | $10.9M | Buy |
50,461
+2,183
| +5% | +$470K | 6.85% | 2 |
|
|
2018
Q2 | $9.87M | Buy |
48,278
+2,922
| +6% | +$597K | 6.5% | 2 |
|
|
2018
Q1 | $8.64M | Buy |
45,356
+1,102
| +2% | +$210K | 5.76% | 2 |
|
|
2017
Q4 | $8.26M | Buy |
+44,254
| New | +$8.26M | 5.81% | 2 |
|