Sage Financial Group’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 | $218K | Buy |
+763
| New | +$218K | 0.02% | 98 |
|
|
2025
Q1 | – | Sell |
-906
| Closed | -$261K | – | 103 |
|
|
2024
Q4 | $261K | Sell |
906
-285
| -24% | -$82K | 0.02% | 90 |
|
|
2024
Q3 | $338K | Buy |
1,191
+5
| +0.4% | +$1.42K | 0.03% | 84 |
|
|
2024
Q2 | $311K | Hold |
1,186
| – | – | 0.03% | 86 |
|
|
2024
Q1 | $321K | Sell |
1,186
-110
| -8% | -$29.8K | 0.03% | 85 |
|
|
2023
Q4 | $327K | Buy |
1,296
+28
| +2% | +$7.06K | 0.03% | 83 |
|
|
2023
Q3 | $284K | Buy |
1,268
+10
| +0.8% | +$2.24K | 0.03% | 86 |
|
|
2023
Q2 | $305K | Sell |
1,258
-298
| -19% | -$72.3K | 0.03% | 81 |
|
|
2023
Q1 | $353K | Buy |
1,556
+225
| +17% | +$51K | 0.04% | 77 |
|
|
2022
Q4 | $286K | Buy |
1,331
+45
| +3% | +$9.65K | 0.03% | 82 |
|
|
2022
Q3 | $266K | Hold |
1,286
| – | – | 0.04% | 78 |
|
|
2022
Q2 | $265K | Buy |
+1,286
| New | +$265K | 0.04% | 77 |
|