Stevens Capital Partners’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 | $3.83M | Buy |
13,114
+738
| +6% | +$215K | 1.37% | 19 |
|
|
2025
Q1 | $3.16M | Buy |
12,376
+2,316
| +23% | +$592K | 1.49% | 18 |
|
|
2024
Q4 | $2.9M | Sell |
10,060
-66
| -0.7% | -$19K | 1.31% | 17 |
|
|
2024
Q3 | $2.88M | Sell |
10,126
-31
| -0.3% | -$8.8K | 1.37% | 16 |
|
|
2024
Q2 | $2.67M | Sell |
10,157
-224
| -2% | -$58.8K | 1.38% | 15 |
|
|
2024
Q1 | $2.81M | Sell |
10,381
-62
| -0.6% | -$16.8K | 1.67% | 14 |
|
|
2023
Q4 | $2.63M | Buy |
10,443
+3,084
| +42% | +$778K | 1.83% | 13 |
|
|
2023
Q3 | $1.65M | Buy |
7,359
+158
| +2% | +$35.4K | 1.32% | 15 |
|
|
2023
Q2 | $1.75M | Sell |
7,201
-103
| -1% | -$25K | 1.35% | 14 |
|
|
2023
Q1 | $1.66M | Sell |
7,304
-1,808
| -20% | -$410K | 1.39% | 14 |
|
|
2022
Q4 | $1.95M | Buy |
+9,112
| New | +$1.95M | 1.73% | 14 |
|