Roffman Miller 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 | $352K | Buy |
1,230
+18
| +1% | +$5.15K | 0.02% | 73 |
|
|
2025
Q1 | $310K | Sell |
1,212
-9
| -0.7% | -$2.3K | 0.02% | 74 |
|
|
2024
Q4 | $351K | Sell |
1,221
-89
| -7% | -$25.6K | 0.02% | 74 |
|
|
2024
Q3 | $372K | Sell |
1,310
-11
| -0.8% | -$3.12K | 0.02% | 74 |
|
|
2024
Q2 | $347K | Buy |
1,321
+15
| +1% | +$3.94K | 0.02% | 74 |
|
|
2024
Q1 | $354K | Buy |
1,306
+2
| +0.2% | +$541 | 0.02% | 76 |
|
|
2023
Q4 | $329K | Sell |
1,304
-25
| -2% | -$6.31K | 0.02% | 75 |
|
|
2023
Q3 | $298K | Hold |
1,329
| – | – | 0.02% | 76 |
|
|
2023
Q2 | $323K | Sell |
1,329
-528
| -28% | -$128K | 0.02% | 71 |
|
|
2023
Q1 | $421K | Buy |
1,857
+4
| +0.2% | +$907 | 0.03% | 69 |
|
|
2022
Q4 | $398K | Buy |
1,853
+7
| +0.4% | +$1.5K | 0.03% | 70 |
|
|
2022
Q3 | $381K | Buy |
1,846
+3
| +0.2% | +$619 | 0.03% | 70 |
|
|
2022
Q2 | $380K | Buy |
1,843
+2
| +0.1% | +$412 | 0.03% | 70 |
|
|
2022
Q1 | $471K | Buy |
1,841
+4
| +0.2% | +$1.02K | 0.04% | 70 |
|
|
2021
Q4 | $538K | Buy |
1,837
+3
| +0.2% | +$879 | 0.04% | 68 |
|
|
2021
Q3 | $538K | Buy |
+1,834
| New | +$538K | 0.04% | 68 |
|
|
2020
Q3 | – | Sell |
-1,828
| Closed | -$378K | – | 107 |
|
|
2020
Q2 | $378K | Buy |
+1,828
| New | +$378K | 0.04% | 107 |
|
|
2019
Q4 | – | Sell |
-1,925
| Closed | -$371K | – | 92 |
|
|
2019
Q3 | $371K | Hold |
1,925
| – | – | 0.04% | 79 |
|
|
2019
Q2 | $387K | Sell |
1,925
-291
| -13% | -$58.5K | 0.04% | 75 |
|
|
2019
Q1 | $433K | Buy |
2,216
+3
| +0.1% | +$586 | 0.05% | 68 |
|
|
2018
Q4 | $372K | Buy |
2,213
+465
| +27% | +$78.2K | 0.05% | 65 |
|
|
2018
Q3 | $376K | Buy |
+1,748
| New | +$376K | 0.04% | 71 |
|