SMA
Sage Mountain Advisors’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 | $75.2K | Buy |
263
+106
| +68% | +$30.3K | ﹤0.01% | 450 |
|
|
2025
Q1 | $40.1K | Sell |
157
-15
| -9% | -$3.83K | ﹤0.01% | 440 |
|
|
2024
Q4 | $49.5K | Hold |
172
| – | – | ﹤0.01% | 433 |
|
|
2024
Q3 | $48.8K | Hold |
172
| – | – | ﹤0.01% | 441 |
|
|
2024
Q2 | $45.1K | Sell |
172
-27
| -14% | -$7.08K | ﹤0.01% | 387 |
|
|
2024
Q1 | $53.8K | Buy |
199
+1
| +0.5% | +$270 | 0.01% | 360 |
|
|
2023
Q4 | $50.1K | Hold |
198
| – | – | 0.01% | 308 |
|
|
2023
Q3 | $44.4K | Hold |
198
| – | – | 0.01% | 307 |
|
|
2023
Q2 | $48.1K | Sell |
198
-34
| -15% | -$8.26K | 0.01% | 300 |
|
|
2023
Q1 | $52.6K | Hold |
232
| – | – | 0.01% | 283 |
|
|
2022
Q4 | $49.8K | Buy |
232
+80
| +53% | +$17.2K | 0.01% | 218 |
|
|
2022
Q3 | $31K | Hold |
152
| – | – | 0.01% | 317 |
|
|
2022
Q2 | $31K | Hold |
152
| – | – | 0.01% | 558 |
|
|
2022
Q1 | $39K | Hold |
152
| – | – | 0.01% | 564 |
|
|
2021
Q4 | $45K | Hold |
152
| – | – | 0.01% | 621 |
|
|
2021
Q3 | $45K | Hold |
152
| – | – | 0.01% | 523 |
|
|
2021
Q2 | $47K | Hold |
152
| – | – | 0.01% | 481 |
|
|
2021
Q1 | $46K | Hold |
152
| – | – | 0.01% | 406 |
|
|
2020
Q4 | $44K | Buy |
+152
| New | +$44K | 0.01% | 234 |
|