SRH Advisors’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 | $48.3K | Hold |
169
| – | – | 0.01% | 130 |
|
2025
Q1 | $43.2K | Hold |
169
| – | – | 0.01% | 133 |
|
2024
Q4 | $48.6K | Hold |
169
| – | – | 0.01% | 128 |
|
2024
Q3 | $48K | Hold |
169
| – | – | 0.01% | 127 |
|
2024
Q2 | $44.4K | Hold |
169
| – | – | 0.01% | 125 |
|
2024
Q1 | $45.8K | Hold |
169
| – | – | 0.01% | 131 |
|
2023
Q4 | $42.6K | Hold |
169
| – | – | 0.01% | 131 |
|
2023
Q3 | $37.9K | Buy |
+169
| New | +$37.9K | 0.02% | 131 |
|
2021
Q1 | – | Sell |
-545
| Closed | -$156K | – | 300 |
|
2020
Q4 | $156K | Hold |
545
| – | – | 0.26% | 51 |
|
2020
Q3 | $121K | Hold |
545
| – | – | 0.23% | 56 |
|
2020
Q2 | $113K | Hold |
545
| – | – | 0.28% | 52 |
|
2020
Q1 | $86K | Hold |
545
| – | – | 0.24% | 59 |
|
2019
Q4 | $117K | Hold |
545
| – | – | 0.38% | 51 |
|
2019
Q3 | $105K | Hold |
545
| – | – | 0.35% | 53 |
|
2019
Q2 | $109K | Hold |
545
| – | – | 0.37% | 52 |
|
2019
Q1 | $107K | Hold |
545
| – | – | 0.38% | 52 |
|
2018
Q4 | $92K | Hold |
545
| – | – | 0.35% | 60 |
|
2018
Q3 | $117K | Hold |
545
| – | – | 0.4% | 50 |
|
2018
Q2 | $111K | Hold |
545
| – | – | 0.42% | 52 |
|
2018
Q1 | $104K | Hold |
545
| – | – | 0.41% | 50 |
|
2017
Q4 | $102K | Hold |
545
| – | – | 0.4% | 53 |
|
2017
Q3 | $98K | Hold |
545
| – | – | 0.42% | 53 |
|
2017
Q2 | $92K | Hold |
545
| – | – | 0.44% | 46 |
|
2017
Q1 | $88K | Hold |
545
| – | – | 0.41% | 47 |
|
2016
Q4 | $84K | Hold |
545
| – | – | 0.42% | 48 |
|
2016
Q3 | $81K | Hold |
545
| – | – | 0.42% | 45 |
|
2016
Q2 | $75K | Hold |
545
| – | – | 0.4% | 46 |
|
2016
Q1 | $72K | Hold |
545
| – | – | 0.4% | 46 |
|
2015
Q4 | $76K | Hold |
545
| – | – | 0.45% | 43 |
|
2015
Q3 | $73K | Hold |
545
| – | – | 0.43% | 42 |
|
2015
Q2 | $84K | Hold |
545
| – | – | 0.53% | 40 |
|
2015
Q1 | $83K | Hold |
545
| – | – | 0.55% | 37 |
|
2014
Q4 | $78K | Hold |
545
| – | – | 0.53% | 39 |
|
2014
Q3 | $71K | Hold |
545
| – | – | 0.55% | 34 |
|
2014
Q2 | $75K | Hold |
545
| – | – | 0.59% | 33 |
|
2014
Q1 | $74K | Hold |
545
| – | – | 0.59% | 32 |
|
2013
Q4 | $74K | Buy |
+545
| New | +$74K | 0.73% | 30 |
|