Strategic Financial Concepts’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 | $388K | Buy |
1,358
+51
| +4% | +$14.6K | 0.05% | 168 |
|
2025
Q1 | $334K | Buy |
1,307
+91
| +7% | +$23.3K | 0.06% | 222 |
|
2024
Q4 | $350K | Sell |
1,216
-333
| -21% | -$95.8K | 0.07% | 216 |
|
2024
Q3 | $440K | Sell |
1,549
-772,592
| -100% | -$219M | 0.14% | 138 |
|
2024
Q2 | $2.74K | Buy |
774,141
+771,455
| +28,721% | +$2.73K | ﹤0.01% | 525 |
|
2024
Q1 | $727K | Buy |
+2,686
| New | +$727K | 0.18% | 130 |
|
2023
Q4 | – | Sell |
-2,736
| Closed | -$613K | – | 203 |
|
2023
Q3 | $613K | Buy |
2,736
+975
| +55% | +$219K | 0.21% | 118 |
|
2023
Q2 | $427K | Buy |
1,761
+15
| +0.9% | +$3.64K | 0.16% | 139 |
|
2023
Q1 | $396K | Buy |
+1,746
| New | +$396K | 0.16% | 133 |
|