RTD Financial 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 | $12.8M | Sell |
44,920
-188
| -0.4% | -$53.7K | 1.64% | 19 |
|
|
2025
Q1 | $11.5M | Sell |
45,108
-311
| -0.7% | -$79.5K | 1.55% | 20 |
|
|
2024
Q4 | $13.1M | Sell |
45,419
-459
| -1% | -$132K | 1.68% | 19 |
|
|
2024
Q3 | $13M | Sell |
45,878
-112
| -0.2% | -$31.8K | 1.65% | 19 |
|
|
2024
Q2 | $12.1M | Sell |
45,990
-210
| -0.5% | -$55.1K | 1.62% | 17 |
|
|
2024
Q1 | $12.5M | Sell |
46,200
-447
| -1% | -$121K | 1.68% | 16 |
|
|
2023
Q4 | $11.8M | Buy |
46,647
+147
| +0.3% | +$37.1K | 1.65% | 17 |
|
|
2023
Q3 | $10.4M | Sell |
46,500
-981
| -2% | -$220K | 1.59% | 18 |
|
|
2023
Q2 | $11.5M | Buy |
47,481
+98
| +0.2% | +$23.8K | 1.67% | 17 |
|
|
2023
Q1 | $10.7M | Sell |
47,383
-397
| -0.8% | -$90K | 1.66% | 17 |
|
|
2022
Q4 | $10.2M | Buy |
47,780
+149
| +0.3% | +$32K | 1.67% | 19 |
|
|
2022
Q3 | $9.84M | Buy |
47,631
+162
| +0.3% | +$33.5K | 1.81% | 14 |
|
|
2022
Q2 | $9.79M | Buy |
47,469
+5,508
| +13% | +$1.14M | 1.5% | 21 |
|
|
2022
Q1 | $10.7M | Buy |
41,961
+1,132
| +3% | +$290K | 1.45% | 20 |
|
|
2021
Q4 | $12M | Buy |
+40,829
| New | +$12M | 1.57% | 17 |
|