Shaker Investments’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 | $212K | Buy |
+743
| New | +$212K | 0.09% | 95 |
|
|
2025
Q1 | – | Sell |
-741
| Closed | -$213K | – | 100 |
|
|
2024
Q4 | $213K | Buy |
741
+3
| +0.4% | +$863 | 0.09% | 87 |
|
|
2024
Q3 | $210K | Buy |
+738
| New | +$210K | 0.09% | 90 |
|
|
2022
Q1 | – | Sell |
-741
| Closed | -$217K | – | 95 |
|
|
2021
Q4 | $217K | Buy |
741
+2
| +0.3% | +$586 | 0.09% | 90 |
|
|
2021
Q3 | $217K | Hold |
739
| – | – | 0.1% | 92 |
|
|
2021
Q2 | $230K | Sell |
739
-25
| -3% | -$7.78K | 0.11% | 89 |
|
|
2021
Q1 | $230K | Hold |
764
| – | – | 0.11% | 90 |
|
|
2020
Q4 | $219K | Buy |
+764
| New | +$219K | 0.11% | 87 |
|
|
2017
Q1 | – | Sell |
-5,045
| Closed | -$777K | – | 66 |
|
|
2016
Q4 | $777K | Buy |
+5,045
| New | +$777K | 0.61% | 39 |
|
|
2016
Q2 | – | Sell |
-3,239
| Closed | -$429K | – | 65 |
|
|
2016
Q1 | $429K | Buy |
3,239
+1,106
| +52% | +$146K | 0.41% | 53 |
|
|
2015
Q4 | $297K | Buy |
+2,133
| New | +$297K | 0.25% | 69 |
|
|
2015
Q3 | – | Sell |
-8,995
| Closed | -$1.39M | – | 74 |
|
|
2015
Q2 | $1.39M | Sell |
8,995
-496
| -5% | -$76.6K | 0.97% | 28 |
|
|
2015
Q1 | $1.44M | Buy |
9,491
+1,895
| +25% | +$287K | 0.96% | 37 |
|
|
2014
Q4 | $1.08M | Buy |
7,596
+5,484
| +260% | +$780K | 0.73% | 37 |
|
|
2014
Q3 | $274K | Buy |
2,112
+3
| +0.1% | +$389 | 0.19% | 58 |
|
|
2014
Q2 | $292K | Buy |
2,109
+4
| +0.2% | +$554 | 0.19% | 54 |
|
|
2014
Q1 | $286K | Sell |
2,105
-5,543
| -72% | -$753K | 0.18% | 50 |
|
|
2013
Q4 | $1.04M | Buy |
+7,648
| New | +$1.04M | 0.67% | 36 |
|