Sand Hill Global Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Sand Hill Global Advisors’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.82M	Hold	8,984	–	–	0.09%	94
2025 Q4	$2.9M	Hold	8,984	–	–	0.1%	93
2025 Q3	$2.88M	Hold	8,984	–	–	0.1%	95
2025 Q2	$2.57M	Sell	8,984 -1	-0%	-$263	0.1%	96
2025 Q1	$2.3M	Buy	8,985 +261	+3%	+$73.7K	0.09%	93
2024 Q4	$2.51M	Sell	8,724 -112	-1%	-$33.1K	0.11%	87
2024 Q3	$2.51M	Buy	8,836 +219	+3%	+$60K	0.11%	89
2024 Q2	$2.26M	Buy	8,617 +475	+6%	+$123K	0.1%	89
2024 Q1	$2.2M	Sell	8,142 -7,421	-48%	-$1.9M	0.1%	84
2023 Q4	$3.93M	Buy	15,563 +8,946	+135%	+$2.02M	0.19%	75
2023 Q3	$1.48M	Sell	6,617 -255	-4%	-$61K	0.08%	85
2023 Q2	$1.67M	Hold	6,872	–	–	0.08%	83
2023 Q1	$1.56M	Sell	6,872 -67	-1%	-$15.3K	0.08%	88
2022 Q4	$1.49M	Buy	6,939 +67	+1%	+$14.7K	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%	-$21K	0.12%	77
2021 Q2	$2.16M	Hold	6,942	–	–	0.13%	74
2021 Q1	$2.09M	Sell	6,942 -72	-1%	-$22.3K	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%	-$1.32M	0.12%	72
2020 Q1	$2.22M	Sell	14,059 -246	-2%	-$48.8K	0.21%	60
2019 Q4	$3.06M	Sell	14,305 -525	-4%	-$107K	0.28%	62
2019 Q3	$2.86M	Sell	14,830 -191	-1%	-$37.9K	0.27%	57
2019 Q2	$3.02M	Sell	15,021 -813	-5%	-$161K	0.31%	56
2019 Q1	$3.11M	Hold	15,834	–	–	0.32%	56
2018 Q4	$2.66M	Buy	15,834 +324	+2%	+$60.4K	0.29%	59
2018 Q3	$3.34M	Sell	15,510 -93	-0.6%	-$19.8K	0.32%	56
2018 Q2	$3.19M	Buy	+15,603	New	+$3.12M	0.31%	53
2018 Q1	–	Sell	-15,653	Closed	-$2.92M	–	90
2017 Q4	$2.92M	Sell	15,653 -2,153	-12%	-$393K	0.29%	55
2017 Q3	$3.19M	Hold	17,806	–	–	0.34%	54
2017 Q2	$3M	Buy	17,806 +131	+0.7%	+$21.6K	0.34%	58
2017 Q1	$2.86M	Sell	17,675 -347	-2%	-$55.1K	0.37%	51
2016 Q4	$2.77M	Buy	18,022 +2,066	+13%	+$308K	0.38%	49
2016 Q3	$2.38M	Sell	15,956 -228	-1%	-$33.2K	0.36%	47
2016 Q2	$2.22M	Sell	16,184 -665	-4%	-$89.8K	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%	-$93.3K	0.36%	52
2015 Q2	$2.7M	Hold	17,479	–	–	0.44%	49
2015 Q1	$2.65M	Sell	17,479 -46	-0.3%	-$6.7K	0.43%	52
2014 Q4	$2.5M	Hold	17,525	–	–	0.43%	53
2014 Q3	$2.27M	Sell	17,525 -40	-0.2%	-$5.36K	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%	-$1.8M	0.51%	48
2013 Q3	$3.96M	Buy	31,443 +13,643	+77%	+$1.64M	0.68%	38
2013 Q2	$1.99M	Buy	+17,800	New	+$1.94M	0.55%	45