Verdence Capital 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 | $513K | Hold |
1,795
| – | – | 0.04% | 403 |
|
|
2025
Q1 | $459K | Hold |
1,795
| – | – | 0.04% | 421 |
|
|
2024
Q4 | $517K | Hold |
1,795
| – | – | 0.04% | 352 |
|
|
2024
Q3 | $510K | Buy |
1,795
+48
| +3% | +$13.6K | 0.04% | 369 |
|
|
2024
Q2 | $459K | Hold |
1,747
| – | – | 0.04% | 362 |
|
|
2024
Q1 | $473K | Hold |
1,747
| – | – | 0.04% | 358 |
|
|
2023
Q4 | $441K | Sell |
1,747
-267
| -13% | -$67.3K | 0.04% | 361 |
|
|
2023
Q3 | $451K | Hold |
2,014
| – | – | 0.05% | 346 |
|
|
2023
Q2 | $489K | Hold |
2,014
| – | – | 0.06% | 322 |
|
|
2023
Q1 | $457K | Buy |
+2,014
| New | +$457K | 0.06% | 324 |
|