Team Hewins’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
$7.98M Buy
27,910
+2,003
+8% +$573K 2.88% 7
2025
Q1
$6.62M Buy
25,907
+2,904
+13% +$742K 2.57% 7
2024
Q4
$6.62M Sell
23,003
-108
-0.5% -$31.1K 2.59% 6
2024
Q3
$6.56M Sell
23,111
-717
-3% -$204K 2.51% 7
2024
Q2
$6.26M Buy
23,828
+314
+1% +$82.4K 2.6% 7
2024
Q1
$6.37M Sell
23,514
-44
-0.2% -$11.9K 2.56% 7
2023
Q4
$5.94M Buy
23,558
+557
+2% +$140K 2.58% 7
2023
Q3
$5.17M Sell
23,001
-757
-3% -$170K 1.19% 17
2023
Q2
$5.77M Sell
23,758
-12
-0.1% -$2.91K 2.75% 6
2023
Q1
$5.39M Buy
23,770
+121
+0.5% +$27.4K 2.86% 5
2022
Q4
$5.07M Buy
+23,649
New +$5.07M 2.75% 5