Visionary Wealth 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 | $2.08M | Sell |
7,283
-58
| -0.8% | -$16.6K | 0.11% | 188 |
|
|
2025
Q1 | $1.88M | Sell |
7,341
-382
| -5% | -$97.6K | 0.11% | 182 |
|
|
2024
Q4 | $2.22M | Sell |
7,723
-102
| -1% | -$29.4K | 0.13% | 156 |
|
|
2024
Q3 | $2.22M | Sell |
7,825
-63
| -0.8% | -$17.9K | 0.14% | 165 |
|
|
2024
Q2 | $2.07M | Sell |
7,888
-125
| -2% | -$32.8K | 0.14% | 164 |
|
|
2024
Q1 | $2.17M | Sell |
8,013
-209
| -3% | -$56.6K | 0.15% | 160 |
|
|
2023
Q4 | $2.07M | Sell |
8,222
-273
| -3% | -$68.9K | 0.15% | 152 |
|
|
2023
Q3 | $1.9M | Sell |
8,495
-77
| -0.9% | -$17.3K | 0.15% | 145 |
|
|
2023
Q2 | $2.08M | Buy |
8,572
+49
| +0.6% | +$11.9K | 0.17% | 138 |
|
|
2023
Q1 | $1.93M | Buy |
8,523
+143
| +2% | +$32.4K | 0.16% | 130 |
|
|
2022
Q4 | $1.8M | Buy |
8,380
+3,222
| +62% | +$691K | 0.17% | 126 |
|
|
2022
Q3 | $1.07M | Sell |
5,158
-577
| -10% | -$119K | 0.11% | 162 |
|
|
2022
Q2 | $1.18M | Sell |
5,735
-71
| -1% | -$14.6K | 0.11% | 162 |
|
|
2022
Q1 | $1.49M | Buy |
5,806
+787
| +16% | +$201K | 0.12% | 149 |
|
|
2021
Q4 | $1.47M | Buy |
5,019
+801
| +19% | +$235K | 0.12% | 137 |
|
|
2021
Q3 | $1.24M | Buy |
4,218
+1,196
| +40% | +$351K | 0.13% | 125 |
|
|
2021
Q2 | $942K | Sell |
3,022
-185
| -6% | -$57.7K | 0.09% | 148 |
|
|
2021
Q1 | $964K | Buy |
3,207
+89
| +3% | +$26.8K | 0.1% | 146 |
|
|
2020
Q4 | $894K | Sell |
3,118
-50
| -2% | -$14.3K | 0.1% | 145 |
|
|
2020
Q3 | $702K | Buy |
+3,168
| New | +$702K | 0.1% | 137 |
|