Sand Hill Global 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 | $2.57M | Sell |
8,984
-1
| -0% | -$286 | 0.1% | 96 |
|
|
2025
Q1 | $2.3M | Buy |
8,985
+261
| +3% | +$66.7K | 0.09% | 93 |
|
|
2024
Q4 | $2.51M | Sell |
8,724
-112
| -1% | -$32.2K | 0.11% | 87 |
|
|
2024
Q3 | $2.51M | Buy |
8,836
+219
| +3% | +$62.2K | 0.11% | 89 |
|
|
2024
Q2 | $2.26M | Buy |
8,617
+475
| +6% | +$125K | 0.1% | 89 |
|
|
2024
Q1 | $2.2M | Sell |
8,142
-7,421
| -48% | -$2.01M | 0.1% | 84 |
|
|
2023
Q4 | $3.93M | Buy |
15,563
+8,946
| +135% | +$2.26M | 0.19% | 75 |
|
|
2023
Q3 | $1.48M | Sell |
6,617
-255
| -4% | -$57.2K | 0.08% | 85 |
|
|
2023
Q2 | $1.67M | Hold |
6,872
| – | – | 0.08% | 83 |
|
|
2023
Q1 | $1.56M | Sell |
6,872
-67
| -1% | -$15.2K | 0.08% | 88 |
|
|
2022
Q4 | $1.49M | Buy |
6,939
+67
| +1% | +$14.4K | 0.08% | 93 |
|
|
2022
Q3 | $1.42M | Hold |
6,872
| – | – | 0.09% | 87 |
|
|
2022
Q2 | $1.42M | Hold |
6,872
| – | – | 0.08% | 91 |
|
|
2022
Q1 | $1.76M | Hold |
6,872
| – | – | 0.1% | 81 |
|
|
2021
Q4 | $2.01M | Hold |
6,872
| – | – | 0.11% | 81 |
|
|
2021
Q3 | $2.02M | Sell |
6,872
-70
| -1% | -$20.6K | 0.12% | 77 |
|
|
2021
Q2 | $2.16M | Hold |
6,942
| – | – | 0.13% | 74 |
|
|
2021
Q1 | $2.09M | Sell |
6,942
-72
| -1% | -$21.7K | 0.14% | 71 |
|
|
2020
Q4 | $2.01M | Hold |
7,014
| – | – | 0.13% | 70 |
|
|
2020
Q3 | $1.55M | Hold |
7,014
| – | – | 0.12% | 72 |
|
|
2020
Q2 | $1.45M | Sell |
7,014
-7,045
| -50% | -$1.46M | 0.12% | 72 |
|
|
2020
Q1 | $2.22M | Sell |
14,059
-246
| -2% | -$38.9K | 0.21% | 60 |
|
|
2019
Q4 | $3.06M | Sell |
14,305
-525
| -4% | -$112K | 0.28% | 62 |
|
|
2019
Q3 | $2.86M | Sell |
14,830
-191
| -1% | -$36.8K | 0.27% | 57 |
|
|
2019
Q2 | $3.02M | Sell |
15,021
-813
| -5% | -$163K | 0.31% | 56 |
|
|
2019
Q1 | $3.11M | Hold |
15,834
| – | – | 0.32% | 56 |
|
|
2018
Q4 | $2.66M | Buy |
15,834
+324
| +2% | +$54.4K | 0.29% | 59 |
|
|
2018
Q3 | $3.34M | Sell |
15,510
-93
| -0.6% | -$20K | 0.32% | 56 |
|
|
2018
Q2 | $3.19M | Buy |
+15,603
| New | +$3.19M | 0.31% | 53 |
|
|
2018
Q1 | – | Sell |
-15,653
| Closed | -$2.92M | – | 90 |
|
|
2017
Q4 | $2.92M | Sell |
15,653
-2,153
| -12% | -$402K | 0.29% | 55 |
|
|
2017
Q3 | $3.19M | Hold |
17,806
| – | – | 0.34% | 54 |
|
|
2017
Q2 | $3.01M | Buy |
17,806
+131
| +0.7% | +$22.1K | 0.34% | 58 |
|
|
2017
Q1 | $2.86M | Sell |
17,675
-347
| -2% | -$56.1K | 0.37% | 51 |
|
|
2016
Q4 | $2.77M | Buy |
18,022
+2,066
| +13% | +$318K | 0.38% | 49 |
|
|
2016
Q3 | $2.38M | Sell |
15,956
-228
| -1% | -$34K | 0.36% | 47 |
|
|
2016
Q2 | $2.22M | Sell |
16,184
-665
| -4% | -$91.2K | 0.35% | 48 |
|
|
2016
Q1 | $2.23M | Hold |
16,849
| – | – | 0.34% | 50 |
|
|
2015
Q4 | $2.35M | Hold |
16,849
| – | – | 0.38% | 51 |
|
|
2015
Q3 | $2.26M | Sell |
16,849
-630
| -4% | -$84.4K | 0.36% | 52 |
|
|
2015
Q2 | $2.7M | Hold |
17,479
| – | – | 0.44% | 49 |
|
|
2015
Q1 | $2.65M | Sell |
17,479
-46
| -0.3% | -$6.97K | 0.43% | 52 |
|
|
2014
Q4 | $2.5M | Hold |
17,525
| – | – | 0.43% | 53 |
|
|
2014
Q3 | $2.27M | Sell |
17,525
-40
| -0.2% | -$5.19K | 0.38% | 53 |
|
|
2014
Q2 | $2.43M | Hold |
17,565
| – | – | 0.46% | 52 |
|
|
2014
Q1 | $2.39M | Hold |
17,565
| – | – | 0.48% | 50 |
|
|
2013
Q4 | $2.38M | Sell |
17,565
-13,878
| -44% | -$1.88M | 0.51% | 48 |
|
|
2013
Q3 | $3.96M | Buy |
31,443
+13,643
| +77% | +$1.72M | 0.68% | 38 |
|
|
2013
Q2 | $1.99M | Buy |
+17,800
| New | +$1.99M | 0.55% | 45 |
|