VW
Vance 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
Q2 | $3.19M | Buy |
11,160
+672
| +6% | +$192K | 1.08% | 22 |
|
2025
Q1 | $2.68M | Buy |
10,488
+1,028
| +11% | +$263K | 1.01% | 21 |
|
2024
Q4 | $2.72M | Sell |
9,460
-328
| -3% | -$94.4K | 1.05% | 22 |
|
2024
Q3 | $2.78M | Buy |
9,788
+157
| +2% | +$44.6K | 1.05% | 21 |
|
2024
Q2 | $2.53M | Buy |
9,631
+303
| +3% | +$79.5K | 1.04% | 24 |
|
2024
Q1 | $2.53M | Buy |
9,328
+4
| +0% | +$1.08K | 1.01% | 26 |
|
2023
Q4 | $2.35M | Sell |
9,324
-1,890
| -17% | -$477K | 1.02% | 27 |
|
2023
Q3 | $2.51M | Buy |
11,214
+177
| +2% | +$39.7K | 1.18% | 25 |
|
2023
Q2 | $2.68M | Buy |
11,037
+872
| +9% | +$212K | 1.22% | 26 |
|
2023
Q1 | $2.31M | Buy |
10,165
+823
| +9% | +$187K | 1.24% | 25 |
|
2022
Q4 | $2M | Buy |
9,342
+1,863
| +25% | +$400K | 1.25% | 24 |
|
2022
Q3 | $1.55M | Buy |
7,479
+1,677
| +29% | +$346K | 1.19% | 19 |
|
2022
Q2 | $1.2M | Buy |
5,802
+3,005
| +107% | +$620K | 0.93% | 20 |
|
2022
Q1 | $715K | Buy |
+2,797
| New | +$715K | 0.9% | 19 |
|