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