Rise 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 | $14.1K | Hold |
49
| – | – | 0.01% | 779 |
|
|
2025
Q1 | $12.6K | Hold |
49
| – | – | 0.01% | 822 |
|
|
2024
Q4 | $14.1K | Hold |
49
| – | – | 0.01% | 858 |
|
|
2024
Q3 | $13.9K | Hold |
49
| – | – | 0.01% | 907 |
|
|
2024
Q2 | $12.8K | Sell |
49
-14
| -22% | -$3.66K | 0.01% | 906 |
|
|
2024
Q1 | $17.2K | Hold |
63
| – | – | 0.01% | 755 |
|
|
2023
Q4 | $16K | Hold |
63
| – | – | 0.01% | 271 |
|
|
2023
Q3 | $14.1K | Hold |
63
| – | – | 0.01% | 276 |
|
|
2023
Q2 | $15.3K | Hold |
63
| – | – | 0.01% | 276 |
|
|
2023
Q1 | $14.3K | Hold |
63
| – | – | 0.01% | 307 |
|
|
2022
Q4 | $13.5K | Hold |
63
| – | – | 0.01% | 303 |
|
|
2022
Q3 | $13K | Hold |
63
| – | – | 0.01% | 296 |
|
|
2022
Q2 | $13K | Buy |
63
+1
| +2% | +$206 | 0.01% | 299 |
|
|
2022
Q1 | $16K | Hold |
62
| – | – | 0.01% | 268 |
|
|
2021
Q4 | $18.3K | Buy |
+62
| New | +$18.3K | 0.02% | 258 |
|