Warner 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 | $236K | Hold |
824
| – | – | 0.1% | 108 |
|
|
2025
Q1 | $211K | Sell |
824
-733
| -47% | -$188K | 0.09% | 112 |
|
|
2024
Q4 | $448K | Hold |
1,557
| – | – | 0.19% | 76 |
|
|
2024
Q3 | $442K | Hold |
1,557
| – | – | 0.2% | 81 |
|
|
2024
Q2 | $409K | Hold |
1,557
| – | – | 0.2% | 82 |
|
|
2024
Q1 | $422K | Hold |
1,557
| – | – | 0.21% | 78 |
|
|
2023
Q4 | $393K | Buy |
1,557
+26
| +2% | +$6.56K | 0.22% | 74 |
|
|
2023
Q3 | $343K | Hold |
1,531
| – | – | 0.23% | 73 |
|
|
2023
Q2 | $371K | Buy |
1,531
+2
| +0.1% | +$485 | 0.24% | 72 |
|
|
2023
Q1 | $347K | Buy |
1,529
+4
| +0.3% | +$908 | 0.24% | 72 |
|
|
2022
Q4 | $327K | Buy |
1,525
+239
| +19% | +$51.2K | 0.25% | 69 |
|
|
2022
Q3 | $266K | Buy |
+1,286
| New | +$266K | 0.21% | 65 |
|