Tradition Wealth Management’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 | $3.34M | Buy |
11,689
+1
| +0% | +$286 | 0.27% | 82 |
|
2025
Q1 | $2.99M | Sell |
11,688
-206
| -2% | -$52.6K | 0.26% | 83 |
|
2024
Q4 | $3.42M | Sell |
11,894
-152
| -1% | -$43.7K | 0.3% | 75 |
|
2024
Q3 | $3.42M | Sell |
12,046
-146
| -1% | -$41.5K | 0.3% | 74 |
|
2024
Q2 | $3.2M | Sell |
12,192
-66
| -0.5% | -$17.3K | 0.31% | 74 |
|
2024
Q1 | $3.32M | Buy |
+12,258
| New | +$3.32M | 0.34% | 66 |
|
2022
Q2 | – | Sell |
-13,175
| Closed | -$3.37M | – | 1115 |
|
2022
Q1 | $3.37M | Buy |
13,175
+38
| +0.3% | +$9.72K | 0.43% | 59 |
|
2021
Q4 | $3.85M | Sell |
13,137
-2,608
| -17% | -$764K | 0.48% | 56 |
|
2021
Q3 | $4.62M | Buy |
15,745
+5,066
| +47% | +$1.49M | 0.66% | 46 |
|
2021
Q2 | $3.33M | Buy |
10,679
+2,618
| +32% | +$816K | 0.5% | 56 |
|
2021
Q1 | $2.42M | Buy |
8,061
+165
| +2% | +$49.6K | 0.42% | 69 |
|
2020
Q4 | $2.26M | Buy |
+7,896
| New | +$2.26M | 0.44% | 60 |
|