Wealth Alliance’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
Q1 | – | Sell |
-3,189
| Closed | -$918K | – | 534 |
|
|
2024
Q4 | $918K | Buy |
+3,189
| New | +$918K | 0.11% | 174 |
|
|
2024
Q3 | – | Sell |
-1,871
| Closed | -$491K | – | 540 |
|
|
2024
Q2 | $491K | Buy |
1,871
+719
| +62% | +$189K | 0.06% | 253 |
|
|
2024
Q1 | $312K | Buy |
+1,152
| New | +$312K | 0.04% | 390 |
|
|
2023
Q1 | – | Sell |
-4,016
| Closed | -$862K | – | 528 |
|
|
2022
Q4 | $862K | Buy |
4,016
+486
| +14% | +$104K | 0.15% | 154 |
|
|
2022
Q3 | $729K | Sell |
3,530
-3,170
| -47% | -$655K | 0.14% | 154 |
|
|
2022
Q2 | $1.38M | Buy |
+6,700
| New | +$1.38M | 0.27% | 85 |
|
|
2022
Q1 | – | Sell |
-2,020
| Closed | -$592K | – | 463 |
|
|
2021
Q4 | $592K | Buy |
+2,020
| New | +$592K | 0.12% | 194 |
|