SVB Wealth’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 | $1.88M | Buy |
+6,585
| New | +$1.88M | 0.1% | 167 |
|
|
2025
Q1 | – | Sell |
-11,072
| Closed | -$3.19M | – | 1642 |
|
|
2024
Q4 | $3.19M | Buy |
+11,072
| New | +$3.19M | 0.06% | 183 |
|
|
2024
Q3 | – | Sell |
-11,188
| Closed | -$2.94M | – | 320 |
|
|
2024
Q2 | $2.94M | Sell |
11,188
-5,916
| -35% | -$1.55M | 0.07% | 197 |
|
|
2024
Q1 | $4.63M | Sell |
17,104
-856
| -5% | -$232K | 0.1% | 175 |
|
|
2023
Q4 | $4.53M | Buy |
17,960
+2,490
| +16% | +$628K | 0.11% | 169 |
|
|
2023
Q3 | $3.47M | Sell |
15,470
-717
| -4% | -$161K | 0.08% | 171 |
|
|
2023
Q2 | $3.93M | Sell |
16,187
-1,180
| -7% | -$286K | 0.07% | 172 |
|
|
2023
Q1 | $3.94M | Sell |
17,367
-3,298
| -16% | -$748K | 0.06% | 192 |
|
|
2022
Q4 | $4.43M | Buy |
20,665
+7,306
| +55% | +$1.57M | 0.06% | 182 |
|
|
2022
Q3 | $2.76M | Buy |
13,359
+388
| +3% | +$80.1K | 0.04% | 218 |
|
|
2022
Q2 | $2.68M | Buy |
12,971
+442
| +4% | +$91.2K | 0.04% | 191 |
|
|
2022
Q1 | $3.2M | Buy |
12,529
+960
| +8% | +$245K | 0.04% | 177 |
|
|
2021
Q4 | $3.39M | Buy |
11,569
+82
| +0.7% | +$24K | 0.06% | 174 |
|
|
2021
Q3 | $3.37M | Buy |
11,487
+155
| +1% | +$45.5K | 0.04% | 197 |
|
|
2021
Q2 | $3.53M | Sell |
11,332
-406
| -3% | -$127K | 0.04% | 198 |
|
|
2021
Q1 | $3.53M | Sell |
11,738
-901
| -7% | -$271K | 0.05% | 185 |
|
|
2020
Q4 | $3.62M | Buy |
12,639
+1,046
| +9% | +$300K | 0.05% | 183 |
|
|
2020
Q3 | $2.57M | Sell |
11,593
-697
| -6% | -$154K | 0.04% | 193 |
|
|
2020
Q2 | $2.54M | Buy |
12,290
+12,090
| +6,045% | +$2.5M | 0.05% | 179 |
|
|
2020
Q1 | $31K | Sell |
200
-9,735
| -98% | -$1.51M | ﹤0.01% | 525 |
|
|
2019
Q4 | $2.13M | Buy |
9,935
+1,248
| +14% | +$267K | 0.04% | 210 |
|
|
2019
Q3 | $1.67M | Buy |
8,687
+985
| +13% | +$190K | 0.03% | 225 |
|
|
2019
Q2 | $1.55M | Buy |
+7,702
| New | +$1.55M | 0.05% | 234 |
|