Towerpoint 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 | $294K | Buy |
+1,027
| New | +$294K | 0.13% | 75 |
|
|
2022
Q2 | – | Sell |
-845
| Closed | -$216K | – | 92 |
|
|
2022
Q1 | $216K | Sell |
845
-170
| -17% | -$43.5K | 0.11% | 82 |
|
|
2021
Q4 | $297K | Sell |
1,015
-110
| -10% | -$32.2K | 0.14% | 68 |
|
|
2021
Q3 | $330K | Sell |
1,125
-341
| -23% | -$100K | 0.16% | 59 |
|
|
2021
Q2 | $457K | Sell |
1,466
-64
| -4% | -$20K | 0.23% | 50 |
|
|
2021
Q1 | $460K | Sell |
1,530
-140
| -8% | -$42.1K | 0.22% | 49 |
|
|
2020
Q4 | $479K | Sell |
1,670
-20
| -1% | -$5.74K | 0.24% | 44 |
|
|
2020
Q3 | $374K | Sell |
1,690
-210
| -11% | -$46.5K | 0.21% | 44 |
|
|
2020
Q2 | $393K | Sell |
1,900
-35
| -2% | -$7.24K | 0.24% | 42 |
|
|
2020
Q1 | $306K | Sell |
1,935
-25
| -1% | -$3.95K | 0.24% | 41 |
|
|
2019
Q4 | $420K | Sell |
1,960
-10
| -0.5% | -$2.14K | 0.28% | 34 |
|
|
2019
Q3 | $380K | Sell |
1,970
-25
| -1% | -$4.82K | 0.26% | 34 |
|
|
2019
Q2 | $406K | Sell |
1,995
-30
| -1% | -$6.11K | 0.28% | 32 |
|
|
2019
Q1 | $398K | Hold |
2,025
| – | – | 0.28% | 33 |
|
|
2018
Q4 | $340K | Sell |
2,025
-378
| -16% | -$63.5K | 0.27% | 34 |
|
|
2018
Q3 | $517K | Sell |
2,403
-45
| -2% | -$9.68K | 0.43% | 22 |
|
|
2018
Q2 | $500K | Sell |
2,448
-380
| -13% | -$77.6K | 0.47% | 23 |
|
|
2018
Q1 | $539K | Hold |
2,828
| – | – | 0.6% | 24 |
|
|
2017
Q4 | $528K | Buy |
+2,828
| New | +$528K | 0.7% | 21 |
|