Sigma Investment Counselors’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 | $252K | Hold |
880
| – | – | 0.01% | 181 |
|
|
2025
Q1 | $225K | Sell |
880
-36
| -4% | -$9.2K | 0.01% | 179 |
|
|
2024
Q4 | $264K | Hold |
916
| – | – | 0.02% | 175 |
|
|
2024
Q3 | $260K | Hold |
916
| – | – | 0.02% | 176 |
|
|
2024
Q2 | $240K | Hold |
916
| – | – | 0.02% | 175 |
|
|
2024
Q1 | $248K | Hold |
916
| – | – | 0.02% | 178 |
|
|
2023
Q4 | $231K | Hold |
916
| – | – | 0.02% | 181 |
|
|
2023
Q3 | $205K | Hold |
916
| – | – | 0.02% | 189 |
|
|
2023
Q2 | $222K | Hold |
916
| – | – | 0.02% | 179 |
|
|
2023
Q1 | $208K | Sell |
916
-673
| -42% | -$153K | 0.02% | 186 |
|
|
2022
Q4 | $341K | Hold |
1,589
| – | – | 0.03% | 145 |
|
|
2022
Q3 | $328K | Hold |
1,589
| – | – | 0.03% | 141 |
|
|
2022
Q2 | $328K | Hold |
1,589
| – | – | 0.03% | 143 |
|
|
2022
Q1 | $406K | Hold |
1,589
| – | – | 0.03% | 139 |
|
|
2021
Q4 | $466K | Hold |
1,589
| – | – | 0.03% | 134 |
|
|
2021
Q3 | $467K | Hold |
1,589
| – | – | 0.03% | 130 |
|
|
2021
Q2 | $495K | Sell |
1,589
-40
| -2% | -$12.5K | 0.04% | 126 |
|
|
2021
Q1 | $490K | Sell |
1,629
-75
| -4% | -$22.6K | 0.04% | 125 |
|
|
2020
Q4 | $489K | Buy |
1,704
+76
| +5% | +$21.8K | 0.04% | 119 |
|
|
2020
Q3 | $361K | Buy |
1,628
+454
| +39% | +$101K | 0.07% | 102 |
|
|
2020
Q2 | $243K | Buy |
+1,174
| New | +$243K | 0.03% | 139 |
|
|
2020
Q1 | – | Sell |
-1,204
| Closed | -$258K | – | 151 |
|
|
2019
Q4 | $258K | Hold |
1,204
| – | – | 0.03% | 138 |
|
|
2019
Q3 | $232K | Hold |
1,204
| – | – | 0.03% | 141 |
|
|
2019
Q2 | $242K | Hold |
1,204
| – | – | 0.03% | 143 |
|
|
2019
Q1 | $237K | Hold |
1,204
| – | – | 0.03% | 136 |
|
|
2018
Q4 | $202K | Hold |
1,204
| – | – | 0.03% | 142 |
|
|
2018
Q3 | $259K | Hold |
1,204
| – | – | 0.03% | 126 |
|
|
2018
Q2 | $246K | Hold |
1,204
| – | – | 0.03% | 123 |
|
|
2018
Q1 | $229K | Hold |
1,204
| – | – | 0.03% | 119 |
|
|
2017
Q4 | $225K | Buy |
1,204
+36
| +3% | +$6.73K | 0.03% | 117 |
|
|
2017
Q3 | $209K | Buy |
+1,168
| New | +$209K | 0.03% | 131 |
|