Total Wealth Planning’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 | $1.34M | Sell |
4,694
-220
| -4% | -$62.9K | 0.17% | 53 |
|
|
2025
Q1 | $1.26M | Sell |
4,914
-262
| -5% | -$66.9K | 0.19% | 47 |
|
|
2024
Q4 | $1.49M | Sell |
5,176
-173
| -3% | -$49.8K | 0.23% | 44 |
|
|
2024
Q3 | $1.52M | Sell |
5,349
-143
| -3% | -$40.6K | 0.24% | 43 |
|
|
2024
Q2 | $1.59M | Sell |
5,492
-87
| -2% | -$25.2K | 0.26% | 43 |
|
|
2024
Q1 | $1.51M | Sell |
5,579
-494
| -8% | -$134K | 0.26% | 44 |
|
|
2023
Q4 | $1.53M | Sell |
6,073
-360
| -6% | -$90.8K | 0.28% | 44 |
|
|
2023
Q3 | $1.44M | Sell |
6,433
-54
| -0.8% | -$12.1K | 0.29% | 46 |
|
|
2023
Q2 | $1.57M | Sell |
6,487
-260
| -4% | -$63.1K | 0.33% | 42 |
|
|
2023
Q1 | $1.53M | Buy |
6,747
+43
| +0.6% | +$9.75K | 0.34% | 42 |
|
|
2022
Q4 | $1.44M | Buy |
6,704
+3,440
| +105% | +$738K | 0.36% | 44 |
|
|
2022
Q3 | $674K | Sell |
3,264
-55
| -2% | -$11.4K | 0.19% | 48 |
|
|
2022
Q2 | $685K | Buy |
3,319
+1,598
| +93% | +$330K | 0.2% | 51 |
|
|
2022
Q1 | $440K | Buy |
1,721
+603
| +54% | +$154K | 0.12% | 61 |
|
|
2021
Q4 | $220K | Buy |
+1,118
| New | +$220K | 0.14% | 33 |
|
|
2021
Q3 | – | Sell |
-663
| Closed | -$207K | – | 45 |
|
|
2021
Q2 | $207K | Sell |
663
-13
| -2% | -$4.06K | 0.08% | 44 |
|
|
2021
Q1 | $203K | Sell |
676
-36
| -5% | -$10.8K | 0.09% | 40 |
|
|
2020
Q4 | $204K | Sell |
712
-202
| -22% | -$57.9K | 0.09% | 41 |
|
|
2020
Q3 | $202K | Sell |
914
-147
| -14% | -$32.5K | 0.1% | 41 |
|
|
2020
Q2 | $219K | Buy |
+1,061
| New | +$219K | 0.12% | 37 |
|
|
2020
Q1 | – | Sell |
-1,086
| Closed | -$233K | – | 36 |
|
|
2019
Q4 | $233K | Sell |
1,086
-32
| -3% | -$6.87K | 0.12% | 33 |
|
|
2019
Q3 | $215K | Hold |
1,118
| – | – | 0.12% | 33 |
|
|
2019
Q2 | $225K | Hold |
1,118
| – | – | 0.13% | 33 |
|
|
2019
Q1 | $220K | Buy |
+1,118
| New | +$220K | 0.14% | 33 |
|