Steward Partners Investment Advisory’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 | $12.6M | Buy |
44,079
+8,914
| +25% | +$2.55M | 0.1% | 208 |
|
|
2025
Q1 | $8.99M | Sell |
35,165
-17,601
| -33% | -$4.5M | 0.08% | 254 |
|
|
2024
Q4 | $15.2M | Buy |
52,766
+16,830
| +47% | +$4.84M | 0.13% | 147 |
|
|
2024
Q3 | $10.2M | Buy |
35,936
+859
| +2% | +$244K | 0.09% | 211 |
|
|
2024
Q2 | $9.21M | Buy |
35,077
+1,335
| +4% | +$350K | 0.1% | 211 |
|
|
2024
Q1 | $9.14M | Sell |
33,742
-253
| -0.7% | -$68.5K | 0.1% | 212 |
|
|
2023
Q4 | $8.57M | Buy |
33,995
+3,898
| +13% | +$983K | 0.12% | 188 |
|
|
2023
Q3 | $6.75M | Buy |
30,097
+1,295
| +4% | +$290K | 0.1% | 206 |
|
|
2023
Q2 | $6.99M | Sell |
28,802
-90
| -0.3% | -$21.8K | 0.1% | 203 |
|
|
2023
Q1 | $6.55M | Buy |
28,892
+6,123
| +27% | +$1.39M | 0.1% | 209 |
|
|
2022
Q4 | $4.88M | Buy |
22,769
+1,025
| +5% | +$220K | 0.08% | 251 |
|
|
2022
Q3 | $4.49M | Buy |
21,744
+553
| +3% | +$114K | 0.08% | 256 |
|
|
2022
Q2 | $4.37M | Buy |
21,191
+5,211
| +33% | +$1.08M | 0.08% | 261 |
|
|
2022
Q1 | $4.09M | Sell |
15,980
-8,293
| -34% | -$2.12M | 0.06% | 307 |
|
|
2021
Q4 | $7.11M | Buy |
24,273
+2,342
| +11% | +$686K | 0.11% | 205 |
|
|
2021
Q3 | $6.44M | Sell |
21,931
-5,247
| -19% | -$1.54M | 0.11% | 207 |
|
|
2021
Q2 | $8.47M | Sell |
27,178
-6,569
| -19% | -$2.05M | 0.14% | 155 |
|
|
2021
Q1 | $10.1M | Buy |
33,747
+8,212
| +32% | +$2.47M | 0.18% | 134 |
|
|
2020
Q4 | $7.32M | Sell |
25,535
-3,833
| -13% | -$1.1M | 0.16% | 143 |
|
|
2020
Q3 | $6.51M | Buy |
29,368
+100
| +0.3% | +$22.2K | 0.16% | 141 |
|
|
2020
Q2 | $6.06M | Buy |
29,268
+5,519
| +23% | +$1.14M | 0.17% | 143 |
|
|
2020
Q1 | $3.76M | Sell |
23,749
-1,259
| -5% | -$199K | 0.14% | 172 |
|
|
2019
Q4 | $5.36M | Buy |
25,008
+1,192
| +5% | +$255K | 0.16% | 141 |
|
|
2019
Q3 | $4.59M | Buy |
23,816
+6,913
| +41% | +$1.33M | 0.15% | 148 |
|
|
2019
Q2 | $3.4M | Buy |
16,903
+6,586
| +64% | +$1.32M | 0.12% | 172 |
|
|
2019
Q1 | $2.03M | Sell |
10,317
-1,066
| -9% | -$210K | 0.09% | 230 |
|
|
2018
Q4 | $1.91M | Sell |
11,383
-257
| -2% | -$43.2K | 0.09% | 228 |
|
|
2018
Q3 | $2.5M | Buy |
11,640
+701
| +6% | +$151K | 0.12% | 189 |
|
|
2018
Q2 | $2.24M | Buy |
10,939
+219
| +2% | +$44.7K | 0.13% | 178 |
|
|
2018
Q1 | $2.04M | Buy |
10,720
+1,602
| +18% | +$305K | 0.14% | 166 |
|
|
2017
Q4 | $1.7M | Buy |
9,118
+7,925
| +664% | +$1.48M | 0.13% | 174 |
|
|
2017
Q3 | $213K | Sell |
1,193
-97
| -8% | -$17.3K | 0.02% | 433 |
|
|
2017
Q2 | $217K | Hold |
1,290
| – | – | 0.02% | 391 |
|
|
2017
Q1 | $208K | Buy |
+1,290
| New | +$208K | 0.03% | 316 |
|