SW
SkyOak Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $661K | Sell |
2,314
-41
| -2% | -$11.7K | 0.13% | 100 |
|
|
2025
Q1 | $602K | Sell |
2,355
-158
| -6% | -$40.4K | 0.13% | 99 |
|
|
2024
Q4 | $723K | Sell |
2,513
-131
| -5% | -$37.7K | 0.15% | 89 |
|
|
2024
Q3 | $751K | Sell |
2,644
-12
| -0.5% | -$3.41K | 0.17% | 87 |
|
|
2024
Q2 | $697K | Sell |
2,656
-144
| -5% | -$37.8K | 0.16% | 91 |
|
|
2024
Q1 | $758K | Sell |
2,800
-108
| -4% | -$29.2K | 0.18% | 91 |
|
|
2023
Q4 | $733K | Sell |
2,908
-50
| -2% | -$12.6K | 0.19% | 92 |
|
|
2023
Q3 | $663K | Sell |
2,958
-133
| -4% | -$29.8K | 0.19% | 91 |
|
|
2023
Q2 | $750K | Sell |
3,091
-128
| -4% | -$31.1K | 0.21% | 90 |
|
|
2023
Q1 | $730K | Sell |
3,219
-69
| -2% | -$15.7K | 0.22% | 92 |
|
|
2022
Q4 | $705K | Buy |
3,288
+31
| +1% | +$6.65K | 0.24% | 88 |
|
|
2022
Q3 | $673K | Buy |
3,257
+22
| +0.7% | +$4.55K | 0.24% | 95 |
|
|
2022
Q2 | $667K | Sell |
3,235
-28,100
| -90% | -$5.79M | 0.23% | 97 |
|
|
2022
Q1 | $8.01M | Buy |
31,335
+3,927
| +14% | +$1M | 2.23% | 9 |
|
|
2021
Q4 | $8.03M | Buy |
+27,408
| New | +$8.03M | 2.04% | 8 |
|
|
2020
Q1 | – | Sell |
-980
| Closed | -$210K | – | 253 |
|
|
2019
Q4 | $210K | Buy |
+980
| New | +$210K | 0.07% | 279 |
|