Sound Income Strategies’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 | $9.48K | Sell |
33
-47
| -59% | -$13.5K | ﹤0.01% | 952 |
|
2025
Q1 | $20.5K | Hold |
80
| – | – | ﹤0.01% | 716 |
|
2024
Q4 | $23.1K | Buy |
+80
| New | +$23.1K | ﹤0.01% | 651 |
|
2024
Q3 | – | Hold |
0
| – | -$38 | – | 1371 |
|
2024
Q2 | – | Sell |
-3
| Closed | -$852 | – | 1343 |
|
2024
Q1 | $852 | Sell |
3
-1
| -25% | -$284 | ﹤0.01% | 1190 |
|
2023
Q4 | $1.05K | Buy |
+4
| New | +$1.05K | ﹤0.01% | 1162 |
|
2022
Q4 | – | Sell |
-2
| Closed | – | – | 998 |
|
2022
Q3 | $0 | Sell |
2
-45
| -96% | – | ﹤0.01% | 933 |
|
2022
Q2 | $10K | Buy |
47
+45
| +2,250% | +$9.57K | ﹤0.01% | 465 |
|
2022
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 805 |
|
2021
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 783 |
|
2021
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 758 |
|
2021
Q2 | $1K | Sell |
2
-91
| -98% | -$45.5K | ﹤0.01% | 793 |
|
2021
Q1 | $28K | Buy |
93
+2
| +2% | +$602 | ﹤0.01% | 309 |
|
2020
Q4 | $26K | Hold |
91
| – | – | 0.01% | 283 |
|
2020
Q3 | $20K | Hold |
91
| – | – | 0.01% | 287 |
|
2020
Q2 | $19K | Hold |
91
| – | – | 0.01% | 282 |
|
2020
Q1 | $14K | Buy |
91
+1
| +1% | +$154 | ﹤0.01% | 300 |
|
2019
Q4 | $19K | Hold |
90
| – | – | 0.01% | 236 |
|
2019
Q3 | $17K | Sell |
90
-13
| -13% | -$2.46K | 0.01% | 232 |
|
2019
Q2 | $21K | Hold |
103
| – | – | 0.01% | 218 |
|
2019
Q1 | $20K | Buy |
103
+13
| +14% | +$2.52K | 0.01% | 231 |
|
2018
Q4 | $15K | Sell |
90
-56
| -38% | -$9.33K | 0.01% | 272 |
|
2018
Q3 | $31K | Hold |
146
| – | – | 0.02% | 187 |
|
2018
Q2 | $30K | Buy |
146
+38
| +35% | +$7.81K | 0.02% | 169 |
|
2018
Q1 | $21K | Buy |
+108
| New | +$21K | 0.01% | 191 |
|