United Capital Financial Advisors’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 | $1.29M | Sell |
4,516
-489
| -10% | -$140K | 0.01% | 526 |
|
|
2025
Q1 | $1.28M | Sell |
5,005
-361
| -7% | -$92.2K | 0.01% | 513 |
|
|
2024
Q4 | $1.54M | Sell |
5,366
-656
| -11% | -$189K | 0.01% | 470 |
|
|
2024
Q3 | $1.71M | Buy |
6,022
+88
| +1% | +$25K | 0.01% | 447 |
|
|
2024
Q2 | $1.56M | Sell |
5,934
-1,233
| -17% | -$324K | 0.01% | 447 |
|
|
2024
Q1 | $1.94M | Sell |
7,167
-905
| -11% | -$245K | 0.02% | 434 |
|
|
2023
Q4 | $2.04M | Sell |
8,072
-25,562
| -76% | -$6.45M | 0.02% | 412 |
|
|
2023
Q3 | $7.54M | Sell |
33,634
-1,469
| -4% | -$329K | 0.05% | 255 |
|
|
2023
Q2 | $8.52M | Sell |
35,103
-523
| -1% | -$127K | 0.05% | 258 |
|
|
2023
Q1 | $8.08M | Sell |
35,626
-769
| -2% | -$174K | 0.05% | 266 |
|
|
2022
Q4 | $7.81M | Sell |
36,395
-1,438
| -4% | -$308K | 0.04% | 280 |
|
|
2022
Q3 | $7.82M | Sell |
37,833
-1,821
| -5% | -$376K | 0.05% | 268 |
|
|
2022
Q2 | $8.18M | Buy |
39,654
+380
| +1% | +$78.4K | 0.04% | 280 |
|
|
2022
Q1 | $10M | Sell |
39,274
-812
| -2% | -$208K | 0.05% | 280 |
|
|
2021
Q4 | $11.7M | Buy |
40,086
+16
| +0% | +$4.69K | 0.05% | 265 |
|
|
2021
Q3 | $11.8M | Sell |
40,070
-893
| -2% | -$262K | 0.06% | 256 |
|
|
2021
Q2 | $12.8M | Sell |
40,963
-4,931
| -11% | -$1.54M | 0.06% | 247 |
|
|
2021
Q1 | $13.8M | Buy |
45,894
+642
| +1% | +$193K | 0.08% | 224 |
|
|
2020
Q4 | $13M | Sell |
45,252
-5,923
| -12% | -$1.7M | 0.08% | 231 |
|
|
2020
Q3 | $11.3M | Sell |
51,175
-5,216
| -9% | -$1.16M | 0.07% | 232 |
|
|
2020
Q2 | $11.7M | Buy |
56,391
+3,209
| +6% | +$664K | 0.08% | 226 |
|
|
2020
Q1 | $8.41M | Buy |
53,182
+2,647
| +5% | +$419K | 0.07% | 261 |
|
|
2019
Q4 | $10.8M | Buy |
50,535
+3,610
| +8% | +$773K | 0.07% | 300 |
|
|
2019
Q3 | $9.04M | Sell |
46,925
-221
| -0.5% | -$42.6K | 0.06% | 304 |
|
|
2019
Q2 | $9.47M | Sell |
47,146
-39,097
| -45% | -$7.85M | 0.06% | 301 |
|
|
2019
Q1 | $17M | Buy |
86,243
+41,472
| +93% | +$8.16M | 0.12% | 186 |
|
|
2018
Q4 | $867K | Sell |
44,771
-57,124
| -56% | -$1.11M | 0.01% | 753 |
|
|
2018
Q3 | $21.9M | Buy |
101,895
+4,271
| +4% | +$919K | 0.15% | 147 |
|
|
2018
Q2 | $19.9M | Buy |
97,624
+28,407
| +41% | +$5.8M | 0.15% | 152 |
|
|
2018
Q1 | $13.2M | Buy |
69,217
+3,872
| +6% | +$738K | 0.1% | 229 |
|
|
2017
Q4 | $12.3M | Buy |
65,345
+2,927
| +5% | +$551K | 0.1% | 256 |
|
|
2017
Q3 | $11.2M | Buy |
62,418
+3,106
| +5% | +$556K | 0.09% | 255 |
|
|
2017
Q2 | $10M | Buy |
59,312
+5,370
| +10% | +$906K | 0.09% | 266 |
|
|
2017
Q1 | $8.72M | Sell |
53,942
-247
| -0.5% | -$39.9K | 0.08% | 289 |
|
|
2016
Q4 | $8.34M | Sell |
54,189
-511
| -0.9% | -$78.7K | 0.08% | 295 |
|
|
2016
Q3 | $8.15M | Buy |
54,700
+13,831
| +34% | +$2.06M | 0.08% | 309 |
|
|
2016
Q2 | $5.6M | Sell |
40,869
-4,485
| -10% | -$614K | 0.06% | 347 |
|
|
2016
Q1 | $6.01M | Sell |
45,354
-11,157
| -20% | -$1.48M | 0.07% | 301 |
|
|
2015
Q4 | $7.87M | Buy |
56,511
+38,949
| +222% | +$5.42M | 0.09% | 250 |
|
|
2015
Q3 | $2.35M | Sell |
17,562
-15,557
| -47% | -$2.08M | 0.03% | 499 |
|
|
2015
Q2 | $5.12M | Buy |
33,119
+2,666
| +9% | +$412K | 0.06% | 335 |
|
|
2015
Q1 | $4.48M | Buy |
30,453
+8,928
| +41% | +$1.31M | 0.05% | 359 |
|
|
2014
Q4 | $3.07M | Sell |
21,525
-1,340
| -6% | -$191K | 0.05% | 368 |
|
|
2014
Q3 | $2.97M | Sell |
22,865
-246
| -1% | -$31.9K | 0.05% | 342 |
|
|
2014
Q2 | $3.2M | Sell |
23,111
-9,238
| -29% | -$1.28M | 0.06% | 311 |
|
|
2014
Q1 | $4.4M | Buy |
32,349
+30,599
| +1,749% | +$4.16M | 0.09% | 222 |
|
|
2013
Q4 | $237K | Sell |
1,750
-30,617
| -95% | -$4.15M | 0.01% | 574 |
|
|
2013
Q3 | $4.07M | Sell |
32,367
-3,083
| -9% | -$388K | 0.13% | 169 |
|
|
2013
Q2 | $3.95M | Buy |
+35,450
| New | +$3.95M | 0.11% | 224 |
|