Strategic Wealth Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $10.8M | Sell |
39,917
-417
| -1% | -$113K | 1.19% | 17 |
|
|
2023
Q4 | $10.2M | Sell |
40,334
-23
| -0.1% | -$5.8K | 1.28% | 16 |
|
|
2023
Q3 | $9.06M | Sell |
40,357
-502
| -1% | -$113K | 1.34% | 15 |
|
|
2023
Q2 | $9.92M | Sell |
40,859
-25
| -0.1% | -$6.07K | 1.43% | 14 |
|
|
2023
Q1 | $9.09M | Buy |
40,884
+760
| +2% | +$169K | 1.49% | 14 |
|
|
2022
Q4 | $8.61M | Sell |
40,124
-281
| -0.7% | -$60.3K | 1.83% | 12 |
|
|
2022
Q3 | $8.35M | Sell |
40,405
-334
| -0.8% | -$69K | 1.94% | 12 |
|
|
2022
Q2 | $8.41M | Buy |
40,739
+816
| +2% | +$168K | 1.87% | 13 |
|
|
2022
Q1 | $10.2M | Sell |
39,923
-161
| -0.4% | -$41.2K | 1.94% | 13 |
|
|
2021
Q4 | $11.7M | Sell |
40,084
-667
| -2% | -$195K | 2.04% | 13 |
|
|
2021
Q3 | $12M | Buy |
+40,751
| New | +$12M | 2.28% | 11 |
|
|
2021
Q1 | $12.7M | Buy |
42,062
+429
| +1% | +$129K | 2.54% | 11 |
|
|
2020
Q4 | $11.9M | Sell |
41,633
-32
| -0.1% | -$9.17K | 2.53% | 10 |
|
|
2020
Q3 | $9.23M | Sell |
41,665
-2,509
| -6% | -$556K | 2.23% | 11 |
|
|
2020
Q2 | $9.14M | Sell |
44,174
-1,388
| -3% | -$287K | 2.3% | 11 |
|
|
2020
Q1 | $7.21M | Sell |
45,562
-547
| -1% | -$86.5K | 2.1% | 11 |
|
|
2019
Q4 | $9.88M | Sell |
46,109
-985
| -2% | -$211K | 2.34% | 10 |
|
|
2019
Q3 | $9.08M | Sell |
47,094
-34
| -0.1% | -$6.55K | 2.5% | 10 |
|
|
2019
Q2 | $9.47M | Buy |
47,128
+437
| +0.9% | +$87.8K | 2.78% | 9 |
|
|
2019
Q1 | $9.18M | Buy |
46,691
+46,601
| +51,779% | +$9.17M | 3% | 9 |
|
|
2018
Q4 | $15K | Sell |
90
-47,517
| -100% | -$7.92M | 0.01% | 27 |
|
|
2018
Q3 | $10.2K | Sell |
47,607
-791
| -2% | -$170 | 0.22% | 16 |
|
|
2018
Q2 | $9.89K | Buy |
48,398
+39
| +0.1% | +$8 | 0.2% | 32 |
|
|
2018
Q1 | $9.22K | Buy |
48,359
+583
| +1% | +$111 | 0.72% | 25 |
|
|
2017
Q4 | $8.92M | Sell |
47,776
-2,476
| -5% | -$462K | 3.96% | 7 |
|
|
2017
Q3 | $8.99M | Buy |
50,252
+1,137
| +2% | +$203K | 4% | 7 |
|
|
2017
Q2 | $8.29M | Sell |
49,115
-634
| -1% | -$107K | 4.03% | 7 |
|
|
2017
Q1 | $8.04M | Buy |
49,749
+199
| +0.4% | +$32.2K | 4.09% | 7 |
|
|
2016
Q4 | $7.63M | Buy |
49,550
+1,888
| +4% | +$291K | 3.61% | 7 |
|
|
2016
Q3 | $7.1M | Buy |
47,662
+1,966
| +4% | +$293K | 3.73% | 7 |
|
|
2016
Q2 | $6.27M | Buy |
+45,696
| New | +$6.27M | 3.57% | 7 |
|