RFWA
RPg Family Wealth Advisory’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.48M | Sell |
12,171
-220
| -2% | -$62.9K | 0.93% | 48 |
|
|
2025
Q1 | $3.17M | Buy |
12,391
+52
| +0.4% | +$13.3K | 0.9% | 42 |
|
|
2024
Q4 | $3.55M | Sell |
12,339
-450
| -4% | -$130K | 1.26% | 28 |
|
|
2024
Q3 | $3.63M | Sell |
12,789
-42
| -0.3% | -$11.9K | 1.17% | 32 |
|
|
2024
Q2 | $3.37M | Sell |
12,831
-62
| -0.5% | -$16.3K | 1.11% | 33 |
|
|
2024
Q1 | $3.49M | Buy |
12,893
+313
| +2% | +$84.8K | 1.11% | 35 |
|
|
2023
Q4 | $3.17M | Sell |
12,580
-194
| -2% | -$48.9K | 1.17% | 31 |
|
|
2023
Q3 | $2.87M | Sell |
12,774
-163
| -1% | -$36.6K | 1.18% | 30 |
|
|
2023
Q2 | $3.14M | Buy |
12,937
+603
| +5% | +$146K | 1.26% | 28 |
|
|
2023
Q1 | $2.8M | Buy |
12,334
+3,252
| +36% | +$738K | 1.54% | 24 |
|
|
2022
Q4 | $1.95M | Sell |
9,082
-306
| -3% | -$65.6K | 1.34% | 29 |
|
|
2022
Q3 | $2.14M | Buy |
9,388
+5,439
| +138% | +$1.24M | 1.12% | 36 |
|
|
2022
Q2 | $815K | Buy |
3,949
+416
| +12% | +$85.9K | 0.49% | 49 |
|
|
2022
Q1 | $904K | Buy |
3,533
+3,419
| +2,999% | +$874K | 0.39% | 50 |
|
|
2021
Q4 | $33.4K | Buy |
114
+36
| +46% | +$10.6K | 0.01% | 188 |
|
|
2021
Q3 | $22.9K | Sell |
78
-10
| -11% | -$2.94K | 0.01% | 214 |
|
|
2021
Q2 | $27.4K | Buy |
+88
| New | +$27.4K | 0.01% | 200 |
|
|
2020
Q4 | $29.2K | Sell |
102
-14,893
| -99% | -$4.27M | 0.01% | 195 |
|
|
2020
Q3 | $3.32M | Sell |
14,995
-15
| -0.1% | -$3.32K | 1.74% | 15 |
|
|
2020
Q2 | $3.11M | Buy |
15,010
+412
| +3% | +$85.2K | 1.89% | 9 |
|
|
2020
Q1 | $2.31M | Buy |
14,598
+97
| +0.7% | +$15.3K | 1.79% | 17 |
|
|
2019
Q4 | $3.11M | Sell |
14,501
-1,596
| -10% | -$342K | 1.79% | 19 |
|
|
2019
Q3 | $3.1M | Sell |
16,097
-521
| -3% | -$100K | 1.88% | 20 |
|
|
2019
Q2 | $3.34M | Buy |
16,618
+4,202
| +34% | +$844K | 1.98% | 19 |
|
|
2019
Q1 | $2.44M | Buy |
+12,416
| New | +$2.44M | 1.44% | 24 |
|
|
2017
Q3 | – | Sell |
-374
| Closed | -$63.1K | – | 302 |
|
|
2017
Q2 | $63.1K | Buy |
+374
| New | +$63.1K | 0.06% | 111 |
|
|
2016
Q3 | – | Sell |
-167
| Closed | -$22.9K | – | 260 |
|
|
2016
Q2 | $22.9K | Buy |
167
+22
| +15% | +$3.02K | 0.01% | 183 |
|
|
2016
Q1 | $19.2K | Buy |
+145
| New | +$19.2K | 0.01% | 194 |
|