Stratos Wealth Advisors’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 | $479K | Buy |
1,676
+12
| +0.7% | +$3.43K | 0.03% | 458 |
|
|
2025
Q1 | $425K | Buy |
+1,664
| New | +$425K | 0.02% | 472 |
|
|
2024
Q4 | – | Sell |
-3,198
| Closed | -$908K | – | 752 |
|
|
2024
Q3 | $908K | Buy |
+3,198
| New | +$908K | 0.04% | 374 |
|
|
2024
Q1 | – | Sell |
-1,693
| Closed | -$427K | – | 703 |
|
|
2023
Q4 | $427K | Sell |
1,693
-124
| -7% | -$31.3K | 0.02% | 490 |
|
|
2023
Q3 | $407K | Buy |
1,817
+699
| +63% | +$157K | 0.03% | 461 |
|
|
2023
Q2 | $271K | Buy |
+1,118
| New | +$271K | 0.02% | 532 |
|
|
2022
Q2 | – | Sell |
-1,047
| Closed | -$268K | – | 530 |
|
|
2022
Q1 | $268K | Sell |
1,047
-10,087
| -91% | -$2.58M | 0.02% | 462 |
|
|
2021
Q4 | $3.26M | Buy |
11,134
+3,582
| +47% | +$1.05M | 0.23% | 124 |
|
|
2021
Q3 | $2.22M | Buy |
7,552
+2,229
| +42% | +$654K | 0.19% | 149 |
|
|
2021
Q2 | $1.66M | Buy |
5,323
+445
| +9% | +$139K | 0.15% | 182 |
|
|
2021
Q1 | $1.47M | Sell |
4,878
-151
| -3% | -$45.4K | 0.16% | 168 |
|
|
2020
Q4 | $1.44M | Buy |
+5,029
| New | +$1.44M | 0.2% | 124 |
|