TW
Transform Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $509K | Sell |
1,992
-47
| -2% | -$12K | 0.03% | 173 |
|
|
2024
Q4 | $587K | Buy |
2,039
+38
| +2% | +$10.9K | 0.03% | 164 |
|
|
2024
Q3 | $568K | Buy |
2,001
+57
| +3% | +$16.2K | 0.04% | 140 |
|
|
2024
Q2 | $510K | Buy |
1,944
+29
| +2% | +$7.61K | 0.04% | 149 |
|
|
2024
Q1 | $519K | Sell |
1,915
-395
| -17% | -$107K | 0.05% | 148 |
|
|
2023
Q4 | $583K | Sell |
2,310
-7
| -0.3% | -$1.77K | 0.06% | 161 |
|
|
2023
Q3 | $520K | Sell |
2,317
-65
| -3% | -$14.6K | 0.05% | 165 |
|
|
2023
Q2 | $578K | Sell |
2,382
-116
| -5% | -$28.1K | 0.05% | 169 |
|
|
2023
Q1 | $567K | Buy |
2,498
+32
| +1% | +$7.26K | 0.05% | 166 |
|
|
2022
Q4 | $529K | Sell |
2,466
-401
| -14% | -$86K | 0.06% | 143 |
|
|
2022
Q3 | $592K | Sell |
2,867
-264
| -8% | -$54.5K | 0.08% | 109 |
|
|
2022
Q2 | $646K | Sell |
3,131
-6
| -0.2% | -$1.24K | 0.1% | 108 |
|
|
2022
Q1 | $802K | Buy |
3,137
+69
| +2% | +$17.6K | 0.09% | 124 |
|
|
2021
Q4 | $899K | Buy |
3,068
+11
| +0.4% | +$3.22K | 0.09% | 120 |
|
|
2021
Q3 | $898K | Buy |
3,057
+6
| +0.2% | +$1.76K | 0.1% | 115 |
|
|
2021
Q2 | $951K | Buy |
3,051
+935
| +44% | +$291K | 0.12% | 121 |
|
|
2021
Q1 | $636K | Sell |
2,116
-316
| -13% | -$95K | 0.13% | 133 |
|
|
2020
Q4 | $697K | Sell |
2,432
-988
| -29% | -$283K | 0.15% | 125 |
|
|
2020
Q3 | $758K | Buy |
3,420
+9
| +0.3% | +$2K | 0.12% | 118 |
|
|
2020
Q2 | $706K | Sell |
3,411
-2,014
| -37% | -$417K | 0.12% | 123 |
|
|
2020
Q1 | $858K | Sell |
5,425
-25
| -0.5% | -$3.95K | 0.18% | 112 |
|
|
2019
Q4 | $1.17M | Sell |
5,450
-60
| -1% | -$12.9K | 0.19% | 111 |
|
|
2019
Q3 | $1.06M | Buy |
5,510
+9
| +0.2% | +$1.74K | 0.19% | 113 |
|
|
2019
Q2 | $1.11M | Sell |
5,501
-4
| -0.1% | -$803 | 0.16% | 128 |
|
|
2019
Q1 | $1.08M | Sell |
5,505
-17
| -0.3% | -$3.34K | 0.2% | 109 |
|
|
2018
Q4 | $928K | Buy |
5,522
+359
| +7% | +$60.3K | 0.19% | 115 |
|
|
2018
Q3 | $1.11M | Buy |
5,163
+265
| +5% | +$57K | 0.19% | 117 |
|
|
2018
Q2 | $1M | Buy |
4,898
+238
| +5% | +$48.6K | 0.18% | 134 |
|
|
2018
Q1 | $888K | Sell |
4,660
-58
| -1% | -$11.1K | 0.17% | 147 |
|
|
2017
Q4 | $881K | Sell |
4,718
-58
| -1% | -$10.8K | 0.16% | 155 |
|
|
2017
Q3 | $855K | Buy |
+4,776
| New | +$855K | 0.3% | 113 |
|
|
2017
Q2 | – | Sell |
-4,698
| Closed | -$759K | – | 92 |
|
|
2017
Q1 | $759K | Buy |
4,698
+31
| +0.7% | +$5.01K | 0.28% | 125 |
|
|
2016
Q4 | $719K | Buy |
4,667
+307
| +7% | +$47.3K | 0.29% | 120 |
|
|
2016
Q3 | $649K | Sell |
4,360
-195
| -4% | -$29K | 0.28% | 116 |
|
|
2016
Q2 | $625K | Buy |
+4,555
| New | +$625K | 0.26% | 123 |
|