SCM
Stordahl Capital Management’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 | $690K | Sell |
2,415
-58
| -2% | -$16.6K | 0.15% | 31 |
|
2025
Q1 | $632K | Sell |
2,473
-91
| -4% | -$23.3K | 0.15% | 31 |
|
2024
Q4 | $738K | Sell |
2,564
-80
| -3% | -$23K | 0.17% | 28 |
|
2024
Q3 | $741K | Sell |
2,644
-396
| -13% | -$111K | 0.18% | 28 |
|
2024
Q2 | $798K | Sell |
3,040
-285
| -9% | -$74.8K | 0.2% | 28 |
|
2024
Q1 | $900K | Sell |
3,325
-100
| -3% | -$27.1K | 0.23% | 27 |
|
2023
Q4 | $864K | Sell |
3,425
-13
| -0.4% | -$3.28K | 0.23% | 28 |
|
2023
Q3 | $771K | Sell |
3,438
-40
| -1% | -$8.97K | 0.23% | 29 |
|
2023
Q2 | $844K | Sell |
3,478
-42
| -1% | -$10.2K | 0.24% | 30 |
|
2023
Q1 | $798K | Sell |
3,520
-30
| -0.8% | -$6.81K | 0.24% | 30 |
|
2022
Q4 | $761K | Buy |
3,550
+18
| +0.5% | +$3.86K | 0.25% | 30 |
|
2022
Q3 | $730K | Sell |
3,532
-50
| -1% | -$10.3K | 0.26% | 28 |
|
2022
Q2 | $739K | Sell |
3,582
-26
| -0.7% | -$5.36K | 0.28% | 29 |
|
2022
Q1 | $923K | Hold |
3,608
| – | – | 0.34% | 26 |
|
2021
Q4 | $1.06M | Sell |
3,608
-46
| -1% | -$13.5K | 0.39% | 24 |
|
2021
Q3 | $1.07M | Sell |
3,654
-20
| -0.5% | -$5.87K | 0.43% | 23 |
|
2021
Q2 | $1.15M | Sell |
3,674
-395
| -10% | -$123K | 0.46% | 23 |
|
2021
Q1 | $1.22M | Sell |
4,069
-131
| -3% | -$39.4K | 0.52% | 22 |
|
2020
Q4 | $1.2M | Sell |
4,200
-69
| -2% | -$19.8K | 0.55% | 22 |
|
2020
Q3 | $946K | Sell |
4,269
-45
| -1% | -$9.97K | 0.49% | 22 |
|
2020
Q2 | $892K | Sell |
4,314
-181
| -4% | -$37.4K | 0.5% | 22 |
|
2020
Q1 | $654K | Sell |
4,495
-172
| -4% | -$25K | 0.4% | 23 |
|
2019
Q4 | $1M | Sell |
4,667
-89
| -2% | -$19.1K | 0.4% | 26 |
|
2019
Q3 | $917K | Sell |
4,756
-304
| -6% | -$58.6K | 0.37% | 26 |
|
2019
Q2 | $1.02M | Sell |
5,060
-82
| -2% | -$16.6K | 0.4% | 26 |
|
2019
Q1 | $1.03M | Sell |
5,142
-69
| -1% | -$13.9K | 0.42% | 26 |
|
2018
Q4 | $875K | Buy |
5,211
+3
| +0.1% | +$504 | 0.43% | 25 |
|
2018
Q3 | $999K | Sell |
5,208
-165
| -3% | -$31.7K | 0.45% | 24 |
|
2018
Q2 | $1.1M | Sell |
5,373
-109
| -2% | -$22.3K | 0.49% | 24 |
|
2018
Q1 | $1.05M | Sell |
5,482
-44
| -0.8% | -$8.39K | 0.5% | 24 |
|
2017
Q4 | $1.03M | Buy |
+5,526
| New | +$1.03M | 0.49% | 25 |
|