Spire Wealth Management’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 | $979K | Buy |
3,423
+666
| +24% | +$190K | 0.04% | 364 |
|
|
2025
Q1 | $705K | Sell |
2,757
-346
| -11% | -$88.4K | 0.02% | 482 |
|
|
2024
Q4 | $893K | Buy |
3,103
+2,013
| +185% | +$579K | 0.03% | 419 |
|
|
2024
Q3 | $309K | Buy |
1,090
+18
| +2% | +$5.11K | 0.01% | 633 |
|
|
2024
Q2 | $282K | Sell |
1,072
-4,061
| -79% | -$1.07M | 0.01% | 631 |
|
|
2024
Q1 | $1.39M | Sell |
5,133
-207
| -4% | -$56.1K | 0.03% | 302 |
|
|
2023
Q4 | $1.3M | Buy |
5,340
+816
| +18% | +$198K | 0.04% | 306 |
|
|
2023
Q3 | $1.01M | Buy |
4,524
+45
| +1% | +$10.1K | 0.04% | 321 |
|
|
2023
Q2 | $1.09M | Sell |
4,479
-559
| -11% | -$136K | 0.04% | 336 |
|
|
2023
Q1 | $1.14M | Sell |
5,038
-375
| -7% | -$85.1K | 0.04% | 323 |
|
|
2022
Q4 | $1.16M | Sell |
5,413
-153
| -3% | -$32.8K | 0.07% | 218 |
|
|
2022
Q3 | $1.15M | Buy |
5,566
+3,855
| +225% | +$796K | 0.07% | 192 |
|
|
2022
Q2 | $353K | Sell |
1,711
-163
| -9% | -$33.6K | 0.01% | 581 |
|
|
2022
Q1 | $479K | Sell |
1,874
-3,977
| -68% | -$1.02M | 0.01% | 591 |
|
|
2021
Q4 | $1.72M | Buy |
5,851
+64
| +1% | +$18.8K | 0.04% | 337 |
|
|
2021
Q3 | $1.7M | Buy |
5,787
+156
| +3% | +$45.8K | 0.05% | 312 |
|
|
2021
Q2 | $1.76M | Sell |
5,631
-53
| -0.9% | -$16.5K | 0.05% | 317 |
|
|
2021
Q1 | $1.71M | Buy |
+5,684
| New | +$1.71M | 0.05% | 316 |
|