SGCA
Steel Grove Capital Advisors’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 | $1.78M | Sell |
6,225
-51
| -0.8% | -$14.6K | 0.21% | 67 |
|
|
2025
Q1 | $1.6M | Sell |
6,276
-361
| -5% | -$92.2K | 0.24% | 63 |
|
|
2024
Q4 | $1.91M | Sell |
6,637
-2,017
| -23% | -$581K | 0.26% | 43 |
|
|
2024
Q3 | $2.45M | Sell |
8,654
-115
| -1% | -$32.6K | 0.34% | 25 |
|
|
2024
Q2 | $2.3M | Sell |
8,769
-2,152
| -20% | -$565K | 0.32% | 29 |
|
|
2024
Q1 | $2.96M | Sell |
10,921
-2,215
| -17% | -$600K | 0.39% | 28 |
|
|
2023
Q4 | $3.31M | Sell |
13,136
-3,759
| -22% | -$948K | 0.45% | 25 |
|
|
2023
Q3 | $3.79M | Sell |
16,895
-7,085
| -30% | -$1.59M | 0.51% | 26 |
|
|
2023
Q2 | $5.82M | Sell |
23,980
-3,650
| -13% | -$886K | 0.73% | 18 |
|
|
2023
Q1 | $6.27M | Sell |
27,630
-2,160
| -7% | -$490K | 0.84% | 17 |
|
|
2022
Q4 | $6.39M | Buy |
29,790
+16,321
| +121% | +$3.5M | 0.91% | 17 |
|
|
2022
Q3 | $2.78M | Buy |
+13,469
| New | +$2.78M | 0.49% | 19 |
|
|
2019
Q1 | – | Sell |
-1,586
| Closed | -$266K | – | 192 |
|
|
2018
Q4 | $266K | Hold |
1,586
| – | – | 0.04% | 267 |
|
|
2018
Q3 | $342K | Buy |
+1,586
| New | +$342K | 0.05% | 240 |
|
|
2014
Q2 | – | Sell |
-1,953
| Closed | -$266K | – | 142 |
|
|
2014
Q1 | $266K | Hold |
1,953
| – | – | 0.07% | 110 |
|
|
2013
Q4 | $265K | Hold |
1,953
| – | – | 0.07% | 109 |
|
|
2013
Q3 | $246K | Buy |
+1,953
| New | +$246K | 0.07% | 116 |
|