SFPG
Stonebridge Financial Planning Group’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 | $1.06M | Sell |
3,694
-81
| -2% | -$23.2K | 0.44% | 66 |
|
|
2025
Q1 | $965K | Sell |
3,775
-243
| -6% | -$62.1K | 0.44% | 71 |
|
|
2024
Q4 | $1.16M | Buy |
4,018
+868
| +28% | +$250K | 0.52% | 59 |
|
|
2024
Q3 | $895K | Sell |
3,150
-463
| -13% | -$131K | 0.43% | 66 |
|
|
2024
Q2 | $948K | Buy |
3,613
+175
| +5% | +$45.9K | 0.48% | 58 |
|
|
2024
Q1 | $931K | Buy |
3,438
+178
| +5% | +$48.2K | 0.49% | 57 |
|
|
2023
Q4 | $822K | Buy |
3,260
+1,583
| +94% | +$399K | 0.47% | 55 |
|
|
2023
Q3 | $376K | Hold |
1,677
| – | – | 0.24% | 98 |
|
|
2023
Q2 | $407K | Sell |
1,677
-75
| -4% | -$18.2K | 0.25% | 92 |
|
|
2023
Q1 | $397K | Sell |
1,752
-75
| -4% | -$17K | 0.26% | 92 |
|
|
2022
Q4 | $392K | Hold |
1,827
| – | – | 0.26% | 92 |
|
|
2022
Q3 | $377K | Sell |
1,827
-99
| -5% | -$20.4K | 0.26% | 87 |
|
|
2022
Q2 | $397K | Sell |
1,926
-470
| -20% | -$96.9K | 0.27% | 83 |
|
|
2022
Q1 | $613K | Sell |
2,396
-75
| -3% | -$19.2K | 0.34% | 61 |
|
|
2021
Q4 | $602K | Hold |
2,471
| – | – | 0.32% | 66 |
|
|
2021
Q3 | $794K | Sell |
2,471
-52
| -2% | -$16.7K | 0.39% | 56 |
|
|
2021
Q2 | $777K | Sell |
2,523
-243
| -9% | -$74.8K | 0.41% | 56 |
|
|
2021
Q1 | $832K | Buy |
2,766
+1,223
| +79% | +$368K | 0.49% | 46 |
|
|
2020
Q4 | $442K | Buy |
1,543
+955
| +162% | +$274K | 0.28% | 63 |
|
|
2020
Q3 | $141K | Sell |
588
-414
| -41% | -$99.3K | 0.1% | 109 |
|
|
2020
Q2 | $208K | Sell |
1,002
-80
| -7% | -$16.6K | 0.18% | 83 |
|
|
2020
Q1 | $177K | Sell |
1,082
-385
| -26% | -$63K | 0.18% | 84 |
|
|
2019
Q4 | $314K | Buy |
+1,467
| New | +$314K | 0.28% | 66 |
|