Rodgers & Associates’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 | $5.59M | Buy |
19,562
+1,521
| +8% | +$435K | 0.61% | 33 |
|
2025
Q1 | $4.61M | Buy |
18,041
+102
| +0.6% | +$26.1K | 0.56% | 34 |
|
2024
Q4 | $5.16M | Sell |
17,939
-76
| -0.4% | -$21.9K | 0.62% | 34 |
|
2024
Q3 | $5.12M | Sell |
18,015
-421
| -2% | -$120K | 0.61% | 33 |
|
2024
Q2 | $4.84M | Sell |
18,436
-244
| -1% | -$64.1K | 0.62% | 33 |
|
2024
Q1 | $5.06M | Sell |
18,680
-634
| -3% | -$172K | 0.65% | 33 |
|
2023
Q4 | $4.87M | Buy |
19,314
+1,046
| +6% | +$264K | 0.66% | 33 |
|
2023
Q3 | $4.09M | Sell |
18,268
-215
| -1% | -$48.2K | 0.62% | 34 |
|
2023
Q2 | $4.49M | Sell |
18,483
-1,867
| -9% | -$453K | 0.65% | 34 |
|
2023
Q1 | $4.62M | Sell |
20,350
-37
| -0.2% | -$8.39K | 0.72% | 31 |
|
2022
Q4 | $4.37M | Sell |
20,387
-723
| -3% | -$155K | 0.72% | 30 |
|
2022
Q3 | $4.36M | Buy |
21,110
+1,325
| +7% | +$274K | 0.77% | 29 |
|
2022
Q2 | $4.08M | Buy |
19,785
+273
| +1% | +$56.3K | 0.7% | 30 |
|
2022
Q1 | $4.99M | Buy |
19,512
+1,812
| +10% | +$463K | 0.76% | 28 |
|
2021
Q4 | $5.19M | Buy |
17,700
+3,276
| +23% | +$960K | 0.78% | 30 |
|
2021
Q3 | $4.24M | Buy |
14,424
+38
| +0.3% | +$11.2K | 0.69% | 34 |
|
2021
Q2 | $4.48M | Sell |
14,386
-107
| -0.7% | -$33.4K | 0.72% | 32 |
|
2021
Q1 | $4.36M | Sell |
14,493
-2,166
| -13% | -$651K | 0.74% | 31 |
|
2020
Q4 | $4.78M | Buy |
+16,659
| New | +$4.78M | 0.87% | 29 |
|