Vawter Financial’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 | – | Sell |
-4,616
| Closed | -$1.18M | – | 60 |
|
|
2025
Q1 | $1.18M | Sell |
4,616
-300
| -6% | -$76.7K | 0.66% | 33 |
|
|
2024
Q4 | $1.41M | Sell |
4,916
-68
| -1% | -$19.6K | 0.85% | 30 |
|
|
2024
Q3 | $1.42M | Hold |
4,984
| – | – | 0.86% | 30 |
|
|
2024
Q2 | $1.31M | Buy |
4,984
+522
| +12% | +$137K | 0.9% | 26 |
|
|
2024
Q1 | $1.21M | Sell |
4,462
-845
| -16% | -$229K | 0.88% | 25 |
|
|
2023
Q4 | $1.34M | Hold |
5,307
| – | – | 1.05% | 22 |
|
|
2023
Q3 | $1.19M | Hold |
5,307
| – | – | 1.35% | 19 |
|
|
2023
Q2 | $1.29M | Hold |
5,307
| – | – | 1.11% | 20 |
|
|
2023
Q1 | $1.2M | Sell |
5,307
-19
| -0.4% | -$4.31K | 1.22% | 18 |
|
|
2022
Q4 | $1.14M | Buy |
+5,326
| New | +$1.14M | 1.33% | 17 |
|