River Wealth 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 | – | Sell |
-920
| Closed | -$235K | – | 204 |
|
|
2025
Q1 | $235K | Hold |
920
| – | – | 0.03% | 190 |
|
|
2024
Q4 | $265K | Buy |
920
+76
| +9% | +$21.9K | 0.04% | 189 |
|
|
2024
Q3 | $240K | Buy |
844
+37
| +5% | +$10.5K | 0.03% | 196 |
|
|
2024
Q2 | $212K | Hold |
807
| – | – | 0.03% | 186 |
|
|
2024
Q1 | $219K | Hold |
807
| – | – | 0.03% | 196 |
|
|
2023
Q4 | $204K | Buy |
+807
| New | +$204K | 0.03% | 203 |
|
|
2022
Q1 | – | Sell |
-875
| Closed | -$256K | – | 223 |
|
|
2021
Q4 | $256K | Buy |
875
+125
| +17% | +$36.6K | 0.04% | 205 |
|
|
2021
Q3 | $220K | Buy |
+750
| New | +$220K | 0.04% | 209 |
|
|
2019
Q1 | – | Sell |
-445
| Closed | -$75K | – | 328 |
|
|
2018
Q4 | $75K | Hold |
445
| – | – | 0.03% | 207 |
|
|
2018
Q3 | $96K | Buy |
445
+53
| +14% | +$11.4K | 0.04% | 210 |
|
|
2018
Q2 | $80K | Buy |
+392
| New | +$80K | 0.03% | 224 |
|