Stratos Wealth Partners’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 | $3.02M | Sell |
10,555
-399
| -4% | -$114K | 0.04% | 388 |
|
|
2025
Q1 | $2.8M | Sell |
10,954
-2,574
| -19% | -$658K | 0.04% | 367 |
|
|
2024
Q4 | $3.89M | Buy |
13,528
+559
| +4% | +$161K | 0.06% | 324 |
|
|
2024
Q3 | $3.68M | Buy |
12,969
+2,195
| +20% | +$623K | 0.05% | 324 |
|
|
2024
Q2 | $2.83M | Buy |
10,774
+173
| +2% | +$45.4K | 0.05% | 361 |
|
|
2024
Q1 | $2.87M | Buy |
10,601
+635
| +6% | +$172K | 0.05% | 358 |
|
|
2023
Q4 | $2.51M | Buy |
9,966
+2,594
| +35% | +$654K | 0.05% | 357 |
|
|
2023
Q3 | $1.65M | Buy |
7,372
+782
| +12% | +$175K | 0.04% | 415 |
|
|
2023
Q2 | $1.6M | Buy |
6,590
+236
| +4% | +$57.3K | 0.04% | 393 |
|
|
2023
Q1 | $1.44M | Sell |
6,354
-11
| -0.2% | -$2.5K | 0.04% | 385 |
|
|
2022
Q4 | $1.37M | Sell |
6,365
-323
| -5% | -$69.3K | 0.03% | 426 |
|
|
2022
Q3 | $1.38M | Buy |
6,688
+522
| +8% | +$108K | 0.04% | 396 |
|
|
2022
Q2 | $1.27M | Buy |
6,166
+215
| +4% | +$44.4K | 0.03% | 438 |
|
|
2022
Q1 | $1.52M | Buy |
5,951
+97
| +2% | +$24.8K | 0.03% | 436 |
|
|
2021
Q4 | $1.72M | Buy |
5,854
+51
| +0.9% | +$15K | 0.04% | 399 |
|
|
2021
Q3 | $1.7M | Buy |
5,803
+51
| +0.9% | +$15K | 0.04% | 356 |
|
|
2021
Q2 | $1.79M | Buy |
5,752
+168
| +3% | +$52.4K | 0.04% | 374 |
|
|
2021
Q1 | $1.68M | Sell |
5,584
-143
| -2% | -$43K | 0.05% | 355 |
|
|
2020
Q4 | $1.64M | Sell |
5,727
-155
| -3% | -$44.4K | 0.05% | 320 |
|
|
2020
Q3 | $1.3M | Sell |
5,882
-908
| -13% | -$201K | 0.04% | 340 |
|
|
2020
Q2 | $1.41M | Sell |
6,790
-518
| -7% | -$107K | 0.05% | 315 |
|
|
2020
Q1 | $1.16M | Sell |
7,308
-6,262
| -46% | -$991K | 0.05% | 299 |
|
|
2019
Q4 | $2.91M | Buy |
13,570
+624
| +5% | +$134K | 0.11% | 192 |
|
|
2019
Q3 | $2.5M | Sell |
12,946
-271
| -2% | -$52.2K | 0.11% | 205 |
|
|
2019
Q2 | $2.66M | Sell |
13,217
-687
| -5% | -$138K | 0.12% | 188 |
|
|
2019
Q1 | $2.73M | Buy |
13,904
+1,832
| +15% | +$360K | 0.12% | 182 |
|
|
2018
Q4 | $2.03M | Sell |
12,072
-6,211
| -34% | -$1.04M | 0.1% | 205 |
|
|
2018
Q3 | $3.93M | Buy |
18,283
+682
| +4% | +$147K | 0.18% | 121 |
|
|
2018
Q2 | $3.6M | Buy |
17,601
+397
| +2% | +$81.1K | 0.16% | 135 |
|
|
2018
Q1 | $3.28M | Buy |
17,204
+5,402
| +46% | +$1.03M | 0.14% | 154 |
|
|
2017
Q4 | $2.2M | Buy |
11,802
+159
| +1% | +$29.7K | 0.1% | 214 |
|
|
2017
Q3 | $2.08M | Buy |
11,643
+266
| +2% | +$47.6K | 0.1% | 209 |
|
|
2017
Q2 | $1.92M | Sell |
11,377
-77
| -0.7% | -$13K | 0.1% | 201 |
|
|
2017
Q1 | $1.85M | Buy |
11,454
+1,655
| +17% | +$268K | 0.1% | 191 |
|
|
2016
Q4 | $1.51M | Buy |
9,799
+745
| +8% | +$115K | 0.09% | 206 |
|
|
2016
Q3 | $1.35M | Buy |
9,054
+3,038
| +50% | +$452K | 0.09% | 201 |
|
|
2016
Q2 | $825K | Buy |
6,016
+994
| +20% | +$136K | 0.06% | 245 |
|
|
2016
Q1 | $666K | Buy |
5,022
+186
| +4% | +$24.7K | 0.06% | 243 |
|
|
2015
Q4 | $674K | Sell |
4,836
-64
| -1% | -$8.92K | 0.06% | 238 |
|
|
2015
Q3 | $656K | Sell |
4,900
-108
| -2% | -$14.5K | 0.08% | 208 |
|
|
2015
Q2 | $774K | Buy |
5,008
+252
| +5% | +$38.9K | 0.1% | 183 |
|
|
2015
Q1 | $719K | Sell |
4,756
-158
| -3% | -$23.9K | 0.09% | 221 |
|
|
2014
Q4 | $700K | Buy |
+4,914
| New | +$700K | 0.13% | 168 |
|