Sandy Spring Bank’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
Q1 | $392K | Hold |
1,535
| – | – | 0.02% | 307 |
|
|
2024
Q4 | $442K | Hold |
1,535
| – | – | 0.02% | 296 |
|
|
2024
Q3 | $436K | Buy |
1,535
+1
| +0.1% | +$284 | 0.02% | 299 |
|
|
2024
Q2 | $403K | Sell |
1,534
-78
| -5% | -$20.5K | 0.02% | 299 |
|
|
2024
Q1 | $437K | Buy |
1,612
+385
| +31% | +$104K | 0.02% | 291 |
|
|
2023
Q4 | $310K | Sell |
1,227
-41
| -3% | -$10.3K | 0.02% | 315 |
|
|
2023
Q3 | $284K | Buy |
1,268
+2
| +0.2% | +$448 | 0.02% | 309 |
|
|
2023
Q2 | $307K | Buy |
1,266
+39
| +3% | +$9.46K | 0.02% | 302 |
|
|
2023
Q1 | $278K | Buy |
1,227
+1
| +0.1% | +$227 | 0.02% | 311 |
|
|
2022
Q4 | $263K | Buy |
1,226
+521
| +74% | +$112K | 0.02% | 311 |
|
|
2022
Q3 | $146K | Buy |
705
+22
| +3% | +$4.56K | 0.01% | 358 |
|
|
2022
Q2 | $141K | Hold |
683
| – | – | 0.01% | 361 |
|
|
2022
Q1 | $175K | Hold |
683
| – | – | 0.01% | 344 |
|
|
2021
Q4 | $201K | Hold |
683
| – | – | 0.01% | 334 |
|
|
2021
Q3 | $201K | Hold |
683
| – | – | 0.01% | 331 |
|
|
2021
Q2 | $212K | Hold |
683
| – | – | 0.01% | 329 |
|
|
2021
Q1 | $205K | Sell |
683
-17
| -2% | -$5.1K | 0.01% | 321 |
|
|
2020
Q4 | $201K | Hold |
700
| – | – | 0.01% | 319 |
|
|
2020
Q3 | $154K | Sell |
700
-27
| -4% | -$5.94K | 0.01% | 320 |
|
|
2020
Q2 | $150K | Hold |
727
| – | – | 0.01% | 313 |
|
|
2020
Q1 | $115K | Buy |
727
+88
| +14% | +$13.9K | 0.01% | 325 |
|
|
2019
Q4 | $136K | Hold |
639
| – | – | 0.01% | 333 |
|
|
2019
Q3 | $123K | Hold |
639
| – | – | 0.01% | 346 |
|
|
2019
Q2 | $129K | Hold |
639
| – | – | 0.01% | 335 |
|
|
2019
Q1 | $126K | Hold |
639
| – | – | 0.01% | 333 |
|
|
2018
Q4 | $107K | Buy |
639
+275
| +76% | +$46K | 0.01% | 351 |
|
|
2018
Q3 | $79K | Hold |
364
| – | – | 0.01% | 401 |
|
|
2018
Q2 | $74K | Hold |
364
| – | – | 0.01% | 416 |
|
|
2018
Q1 | $69K | Hold |
364
| – | – | 0.01% | 424 |
|
|
2017
Q4 | $68K | Hold |
364
| – | – | 0.01% | 401 |
|
|
2017
Q3 | $65K | Buy |
364
+194
| +114% | +$34.6K | 0.01% | 406 |
|
|
2017
Q2 | $29K | Buy |
+170
| New | +$29K | ﹤0.01% | 527 |
|
|
2017
Q1 | – | Sell |
-48
| Closed | -$7K | – | 853 |
|
|
2016
Q4 | $7K | Hold |
48
| – | – | ﹤0.01% | 703 |
|
|
2016
Q3 | $7K | Hold |
48
| – | – | ﹤0.01% | 692 |
|
|
2016
Q2 | $7K | Buy |
+48
| New | +$7K | ﹤0.01% | 726 |
|
|
2016
Q1 | – | Sell |
-142
| Closed | -$20K | – | 958 |
|
|
2015
Q4 | $20K | Hold |
142
| – | – | ﹤0.01% | 555 |
|
|
2015
Q3 | $19K | Buy |
+142
| New | +$19K | ﹤0.01% | 570 |
|
|
2015
Q2 | – | Sell |
-222
| Closed | -$34K | – | 979 |
|
|
2015
Q1 | $34K | Buy |
222
+80
| +56% | +$12.3K | ﹤0.01% | 503 |
|
|
2014
Q4 | $20K | Hold |
142
| – | – | ﹤0.01% | 540 |
|
|
2014
Q3 | $18K | Sell |
142
-370
| -72% | -$46.9K | ﹤0.01% | 556 |
|
|
2014
Q2 | $71K | Buy |
512
+75
| +17% | +$10.4K | 0.01% | 371 |
|
|
2014
Q1 | $59K | Buy |
437
+295
| +208% | +$39.8K | 0.01% | 352 |
|
|
2013
Q4 | $19K | Hold |
142
| – | – | ﹤0.01% | 492 |
|
|
2013
Q3 | $18K | Hold |
142
| – | – | ﹤0.01% | 486 |
|
|
2013
Q2 | $16K | Buy |
+142
| New | +$16K | ﹤0.01% | 475 |
|