Rothschild Capital Partners’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 |
-976
| Closed | -$249K | – | 95 |
|
|
2025
Q1 | $249K | Sell |
976
-252
| -21% | -$64.4K | 0.07% | 74 |
|
|
2024
Q4 | $353K | Sell |
1,228
-39
| -3% | -$11.2K | 0.09% | 63 |
|
|
2024
Q3 | $360K | Sell |
1,267
-17
| -1% | -$4.83K | 0.1% | 44 |
|
|
2024
Q2 | $337K | Sell |
1,284
-130
| -9% | -$34.1K | 0.1% | 43 |
|
|
2024
Q1 | $383K | Buy |
+1,414
| New | +$383K | 0.11% | 35 |
|