Sowell Financial Services’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 | $2.31M | Sell |
8,073
-3,120
| -28% | -$892K | 0.09% | 221 |
|
|
2025
Q1 | $2.86M | Buy |
+11,193
| New | +$2.86M | 0.13% | 161 |
|
|
2024
Q3 | – | Sell |
-11,728
| Closed | -$3.08M | – | 564 |
|
|
2024
Q2 | $3.08M | Buy |
11,728
+282
| +2% | +$74K | 0.15% | 155 |
|
|
2024
Q1 | $3.1M | Buy |
+11,446
| New | +$3.1M | 0.15% | 162 |
|
|
2023
Q4 | – | Sell |
-10,479
| Closed | -$2.35M | – | 559 |
|
|
2023
Q3 | $2.35M | Buy |
+10,479
| New | +$2.35M | 0.15% | 159 |
|
|
2021
Q2 | – | Sell |
-452
| Closed | -$133K | – | 1631 |
|
|
2021
Q1 | $133K | Sell |
452
-54
| -11% | -$15.9K | ﹤0.01% | 1248 |
|
|
2020
Q4 | $145K | Buy |
506
+35
| +7% | +$10K | 0.01% | 992 |
|
|
2020
Q3 | $104K | Buy |
471
+118
| +33% | +$26.1K | 0.01% | 961 |
|
|
2020
Q2 | $73K | Sell |
353
-46
| -12% | -$9.51K | ﹤0.01% | 1061 |
|
|
2020
Q1 | $63K | Sell |
399
-20
| -5% | -$3.16K | ﹤0.01% | 975 |
|
|
2019
Q4 | $90K | Sell |
419
-11
| -3% | -$2.36K | 0.01% | 953 |
|
|
2019
Q3 | $83K | Buy |
+430
| New | +$83K | 0.01% | 879 |
|
|
2019
Q1 | $862K | Buy |
4,384
+1,420
| +48% | +$279K | 0.1% | 224 |
|
|
2018
Q4 | $498K | Buy |
+2,964
| New | +$498K | 0.07% | 271 |
|
|
2018
Q3 | – | Sell |
-4,909
| Closed | -$1.03M | – | 419 |
|
|
2018
Q2 | $1.03M | Buy |
4,909
+53
| +1% | +$11.1K | 0.22% | 109 |
|
|
2018
Q1 | $937K | Buy |
+4,856
| New | +$937K | 0.23% | 99 |
|
|
2017
Q1 | – | Sell |
-6,313
| Closed | -$1.02M | – | 419 |
|
|
2016
Q4 | $1.02M | Buy |
+6,313
| New | +$1.02M | 0.34% | 73 |
|