Sigma Planning Corp’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
$1.76M Sell
6,164
-186
-3% -$53.2K 0.05% 335
2025
Q1
$1.62M Sell
6,350
-744
-10% -$190K 0.05% 342
2024
Q4
$2.04M Buy
7,094
+89
+1% +$25.6K 0.06% 282
2024
Q3
$1.99M Sell
7,005
-391
-5% -$111K 0.06% 289
2024
Q2
$1.94M Sell
7,396
-1,447
-16% -$380K 0.06% 301
2024
Q1
$2.39M Buy
8,843
+6,967
+371% +$1.89M 0.08% 262
2023
Q4
$473K Sell
1,876
-5,951
-76% -$1.5M 0.04% 473
2023
Q3
$1.75M Buy
7,827
+379
+5% +$85K 0.07% 297
2023
Q2
$1.81M Sell
7,448
-1,034
-12% -$251K 0.06% 303
2023
Q1
$1.92M Sell
8,482
-301
-3% -$68.3K 0.06% 310
2022
Q4
$1.88M Sell
8,783
-421
-5% -$90.3K 0.07% 290
2022
Q3
$1.9M Sell
9,204
-693
-7% -$143K 0.07% 266
2022
Q2
$2.04M Sell
9,897
-912
-8% -$188K 0.07% 269
2022
Q1
$2.76M Sell
10,809
-1,256
-10% -$321K 0.08% 241
2021
Q4
$3.54M Buy
12,065
+150
+1% +$44K 0.1% 216
2021
Q3
$3.5M Sell
11,915
-3,084
-21% -$905K 0.11% 206
2021
Q2
$4.68M Sell
14,999
-1,544
-9% -$481K 0.14% 157
2021
Q1
$4.98M Buy
16,543
+1,221
+8% +$367K 0.16% 151
2020
Q4
$4.39M Buy
15,322
+2,543
+20% +$729K 0.15% 148
2020
Q3
$2.83M Buy
12,779
+876
+7% +$194K 0.11% 193
2020
Q2
$2.46M Buy
11,903
+1,584
+15% +$328K 0.11% 195
2020
Q1
$1.63M Sell
10,319
-710
-6% -$112K 0.1% 215
2019
Q4
$2.36M Sell
11,029
-284
-3% -$60.8K 0.1% 212
2019
Q3
$2.18M Sell
11,313
-592
-5% -$114K 0.1% 204
2019
Q2
$2.39M Buy
11,905
+1,053
+10% +$211K 0.12% 183
2019
Q1
$2.13M Buy
10,852
+410
+4% +$80.6K 0.12% 190
2018
Q4
$1.75M Sell
10,442
-1,845
-15% -$310K 0.13% 170
2018
Q3
$2.64M Buy
12,287
+1,034
+9% +$222K 0.16% 139
2018
Q2
$2.3M Buy
11,253
+1,566
+16% +$320K 0.15% 157
2018
Q1
$1.85M Sell
9,687
-917
-9% -$175K 0.14% 173
2017
Q4
$1.98M Buy
10,604
+1,153
+12% +$215K 0.15% 165
2017
Q3
$1.69M Buy
9,451
+501
+6% +$89.6K 0.14% 173
2017
Q2
$1.51M Buy
8,950
+1,663
+23% +$281K 0.14% 174
2017
Q1
$1.18M Buy
7,287
+1,405
+24% +$227K 0.11% 213
2016
Q4
$906K Sell
5,882
-272
-4% -$41.9K 0.1% 225
2016
Q3
$916K Buy
6,154
+694
+13% +$103K 0.11% 210
2016
Q2
$749K Buy
5,460
+1,477
+37% +$203K 0.1% 237
2016
Q1
$528K Buy
3,983
+482
+14% +$63.9K 0.07% 294
2015
Q4
$488K Sell
3,501
-681
-16% -$94.9K 0.07% 318
2015
Q3
$560K Sell
4,182
-7,123
-63% -$954K 0.09% 265
2015
Q2
$1.75M Buy
11,305
+6,071
+116% +$939K 0.24% 100
2015
Q1
$793K Buy
+5,234
New +$793K 0.11% 234