SeaCrest Wealth Management’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 | – | Sell |
-720
| Closed | -$207K | – | 681 |
|
|
2024
Q4 | $207K | Sell |
720
-38
| -5% | -$10.9K | 0.02% | 609 |
|
|
2024
Q3 | $215K | Buy |
+758
| New | +$215K | 0.02% | 591 |
|
|
2024
Q2 | – | Sell |
-758
| Closed | -$205K | – | 633 |
|
|
2024
Q1 | $205K | Buy |
+758
| New | +$205K | 0.03% | 562 |
|
|
2022
Q3 | – | Sell |
-973
| Closed | -$201K | – | 1066 |
|
|
2022
Q2 | $201K | Buy |
+973
| New | +$201K | 0.03% | 607 |
|
|
2019
Q2 | – | Sell |
-467
| Closed | -$92K | – | 1186 |
|
|
2019
Q1 | $92K | Sell |
467
-109
| -19% | -$21.5K | 0.02% | 721 |
|
|
2018
Q4 | $97K | Sell |
576
-16
| -3% | -$2.69K | 0.02% | 672 |
|
|
2018
Q3 | $127K | Hold |
592
| – | – | 0.02% | 668 |
|
|
2018
Q2 | $121K | Hold |
592
| – | – | 0.02% | 657 |
|
|
2018
Q1 | $113K | Buy |
592
+2
| +0.3% | +$382 | 0.02% | 667 |
|
|
2017
Q4 | $110K | Buy |
+590
| New | +$110K | 0.02% | 680 |
|