The Family Firm’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 | – | Sell |
-1,431
| Closed | -$366K | – | 138 |
|
|
2025
Q1 | $366K | Buy |
1,431
+2
| +0.1% | +$511 | 0.08% | 144 |
|
|
2024
Q4 | $411K | Buy |
1,429
+5
| +0.4% | +$1.44K | 0.09% | 133 |
|
|
2024
Q3 | $404K | Buy |
1,424
+3
| +0.2% | +$852 | 0.09% | 139 |
|
|
2024
Q2 | $373K | Buy |
1,421
+11
| +0.8% | +$2.89K | 0.08% | 134 |
|
|
2024
Q1 | $382K | Buy |
1,410
+1
| +0.1% | +$271 | 0.09% | 133 |
|
|
2023
Q4 | $355K | Buy |
1,409
+6
| +0.4% | +$1.51K | 0.09% | 132 |
|
|
2023
Q3 | $314K | Sell |
1,403
-251
| -15% | -$56.2K | 0.09% | 135 |
|
|
2023
Q2 | $401K | Buy |
1,654
+2
| +0.1% | +$485 | 0.11% | 118 |
|
|
2023
Q1 | $375K | Buy |
1,652
+4
| +0.2% | +$907 | 0.1% | 119 |
|
|
2022
Q4 | $354K | Sell |
1,648
-11
| -0.7% | -$2.36K | 0.1% | 127 |
|
|
2022
Q3 | $343K | Buy |
1,659
+189
| +13% | +$39.1K | 0.11% | 121 |
|
|
2022
Q2 | $303K | Buy |
1,470
+2
| +0.1% | +$412 | 0.09% | 140 |
|
|
2022
Q1 | $375K | Buy |
1,468
+184
| +14% | +$47K | 0.1% | 122 |
|
|
2021
Q4 | $376K | Sell |
1,284
-237
| -16% | -$69.4K | 0.1% | 122 |
|
|
2021
Q3 | $462K | Buy |
1,521
+2
| +0.1% | +$607 | 0.12% | 102 |
|
|
2021
Q2 | $474K | Buy |
+1,519
| New | +$474K | 0.13% | 103 |
|