Stone Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $7.5M | Sell |
33,047
-43,571
| -57% | -$9.88M | 11.98% | 1 |
|
|
2022
Q4 | $16.4M | Buy |
76,618
+5,036
| +7% | +$1.08M | 10.21% | 2 |
|
|
2022
Q3 | $14.8M | Buy |
71,582
+11,796
| +20% | +$2.44M | 9.64% | 3 |
|
|
2022
Q2 | $12.3M | Buy |
59,786
+3,008
| +5% | +$621K | 7.75% | 4 |
|
|
2022
Q1 | $14.5M | Sell |
56,778
-2,471
| -4% | -$632K | 8.1% | 4 |
|
|
2021
Q4 | $17.4M | Buy |
+59,249
| New | +$17.4M | 10.23% | 4 |
|