Sunbelt Securities’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 | $44.7K | Buy |
155
+12
| +8% | +$3.46K | ﹤0.01% | 969 |
|
|
2025
Q1 | $36.4K | Sell |
143
-12
| -8% | -$3.06K | ﹤0.01% | 980 |
|
|
2024
Q4 | $44.8K | Sell |
155
-95
| -38% | -$27.4K | ﹤0.01% | 967 |
|
|
2024
Q3 | $71.1K | Buy |
250
+25
| +11% | +$7.11K | 0.01% | 848 |
|
|
2024
Q2 | $59.1K | Sell |
225
-1,493
| -87% | -$392K | 0.01% | 860 |
|
|
2024
Q1 | $465K | Buy |
1,718
+1,316
| +327% | +$356K | 0.05% | 344 |
|
|
2023
Q4 | $101K | Sell |
402
-4
| -1% | -$1.01K | 0.01% | 674 |
|
|
2023
Q3 | $90.9K | Sell |
406
-110
| -21% | -$24.6K | 0.01% | 678 |
|
|
2023
Q2 | $125K | Buy |
516
+92
| +22% | +$22.3K | 0.02% | 581 |
|
|
2023
Q1 | $94.3K | Buy |
+424
| New | +$94.3K | 0.02% | 597 |
|
|
2022
Q2 | – | Sell |
-1,033
| Closed | -$267K | – | 467 |
|
|
2022
Q1 | $267K | Sell |
1,033
-93
| -8% | -$24K | 0.05% | 383 |
|
|
2021
Q4 | $288K | Sell |
1,126
-975
| -46% | -$249K | 0.05% | 376 |
|
|
2021
Q3 | $609K | Hold |
2,101
| – | – | 0.11% | 222 |
|
|
2021
Q2 | $609K | Sell |
2,101
-347
| -14% | -$101K | 0.11% | 222 |
|
|
2021
Q1 | $736K | Buy |
2,448
+1,011
| +70% | +$304K | 0.15% | 177 |
|
|
2020
Q4 | $412K | Buy |
+1,437
| New | +$412K | 0.09% | 260 |
|
|
2020
Q2 | – | Sell |
-6,750
| Closed | -$1.32M | – | 334 |
|
|
2020
Q1 | $1.32M | Buy |
6,750
+5,157
| +324% | +$1.01M | 0.06% | 124 |
|
|
2019
Q4 | $341K | Buy |
1,593
+339
| +27% | +$72.6K | 0.04% | 416 |
|
|
2019
Q3 | $242K | Buy |
1,254
+17
| +1% | +$3.28K | 0.03% | 472 |
|
|
2019
Q2 | $249K | Buy |
1,237
+21
| +2% | +$4.23K | 0.11% | 229 |
|
|
2019
Q1 | $239K | Buy |
+1,216
| New | +$239K | 0.12% | 204 |
|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$215K | – | 231 |
|
|
2018
Q3 | $215K | Buy |
1,000
+16
| +2% | +$3.44K | 0.12% | 204 |
|
|
2018
Q2 | $201K | Buy |
+984
| New | +$201K | 0.12% | 204 |
|