Valeo Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Valeo Financial Advisors’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.35M	Buy	4,733 +137	+3%	+$39.2K	0.03%	227
2025 Q1	$1.17M	Sell	4,596 -523	-10%	-$134K	0.03%	230
2024 Q4	$1.47M	Sell	5,119 -632	-11%	-$182K	0.04%	185
2024 Q3	$1.63M	Buy	5,751 +142	+3%	+$40.3K	0.05%	181
2024 Q2	$1.47M	Buy	5,609 +59	+1%	+$15.5K	0.05%	186
2024 Q1	$1.39M	Sell	5,550 -10	-0.2%	-$2.51K	0.05%	189
2023 Q4	$1.4M	Sell	5,560 -240	-4%	-$60.5K	0.06%	179
2023 Q3	$1.3M	Sell	5,800 -3	-0.1%	-$672	0.06%	171
2023 Q2	$1.41M	Buy	5,803 +443	+8%	+$107K	0.06%	163
2023 Q1	$1.22M	Sell	5,360 -8	-0.1%	-$1.81K	0.06%	188
2022 Q4	$1.15M	Buy	5,368 +202	+4%	+$43.3K	0.06%	172
2022 Q3	$1.07M	Buy	5,166 +199	+4%	+$41.1K	0.07%	155
2022 Q2	$1.1M	Sell	4,967 -163	-3%	-$36K	0.07%	152
2022 Q1	$1.4M	Sell	5,130 -206	-4%	-$56.3K	0.07%	160
2021 Q4	$1.56M	Buy	5,336 +1	+0%	+$293	0.08%	137
2021 Q3	$1.57M	Sell	5,335 -93	-2%	-$27.3K	0.09%	132
2021 Q2	$1.69M	Sell	5,428 -20	-0.4%	-$6.23K	0.1%	116
2021 Q1	$1.64M	Sell	5,448 -33	-0.6%	-$9.92K	0.08%	134
2020 Q4	$1.57M	Sell	5,481 -64	-1%	-$18.3K	0.08%	123
2020 Q3	$1.23M	Buy	5,545 +796	+17%	+$176K	0.11%	115
2020 Q2	$982K	Sell	4,749 -216	-4%	-$44.7K	0.09%	130
2020 Q1	$844K	Sell	4,965 -1,695	-25%	-$288K	0.09%	134
2019 Q4	$1.43M	Buy	6,660 +3	+0%	+$643	0.14%	102
2019 Q3	$1.28M	Sell	6,657 -67	-1%	-$12.9K	0.14%	96
2019 Q2	$1.35M	Sell	6,724 -23	-0.3%	-$4.62K	0.15%	96
2019 Q1	$1.33M	Sell	6,747 -172	-2%	-$33.8K	0.16%	96
2018 Q4	$1.16M	Buy	6,919 +58	+0.8%	+$9.74K	0.16%	100
2018 Q3	$1.29M	Buy	6,861 +290	+4%	+$54.5K	0.17%	94
2018 Q2	$1.38M	Buy	6,571 +575	+10%	+$120K	0.19%	88
2018 Q1	$1.14M	Sell	5,996 -427	-7%	-$81.4K	0.18%	92
2017 Q4	$1.2M	Buy	6,423 +1,273	+25%	+$238K	0.2%	89
2017 Q3	$922K	Buy	+5,150	New	+$922K	0.21%	91