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 |
|