Wealth Architects’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 | $208K | Buy |
+726
| New | +$208K | 0.02% | 216 |
|
|
2025
Q1 | – | Sell |
-726
| Closed | -$209K | – | 233 |
|
|
2024
Q4 | $209K | Hold |
726
| – | – | 0.02% | 203 |
|
|
2024
Q3 | $206K | Sell |
726
-140
| -16% | -$39.8K | 0.02% | 206 |
|
|
2024
Q2 | $227K | Hold |
866
| – | – | 0.03% | 184 |
|
|
2024
Q1 | $235K | Buy |
+866
| New | +$235K | 0.03% | 184 |
|
|
2022
Q1 | – | Sell |
-726
| Closed | -$213K | – | 212 |
|
|
2021
Q4 | $213K | Hold |
726
| – | – | 0.04% | 181 |
|
|
2021
Q3 | $213K | Hold |
726
| – | – | 0.04% | 169 |
|
|
2021
Q2 | $226K | Hold |
726
| – | – | 0.04% | 163 |
|
|
2021
Q1 | $218K | Sell |
726
-85
| -10% | -$25.5K | 0.05% | 152 |
|
|
2020
Q4 | $233K | Sell |
811
-161
| -17% | -$46.3K | 0.05% | 136 |
|
|
2020
Q3 | $215K | Hold |
972
| – | – | 0.06% | 135 |
|
|
2020
Q2 | $201K | Buy |
+972
| New | +$201K | 0.06% | 131 |
|
|
2020
Q1 | – | Sell |
-1,057
| Closed | -$227K | – | 140 |
|
|
2019
Q4 | $227K | Buy |
+1,057
| New | +$227K | 0.06% | 120 |
|
|
2019
Q3 | – | Sell |
-1,012
| Closed | -$203K | – | 135 |
|
|
2019
Q2 | $203K | Sell |
1,012
-66
| -6% | -$13.2K | 0.06% | 127 |
|
|
2019
Q1 | $212K | Buy |
+1,078
| New | +$212K | 0.07% | 124 |
|
|
2018
Q4 | – | Sell |
-1,078
| Closed | -$232K | – | 135 |
|
|
2018
Q3 | $232K | Sell |
1,078
-230
| -18% | -$49.5K | 0.07% | 124 |
|
|
2018
Q2 | $267K | Hold |
1,308
| – | – | 0.09% | 99 |
|
|
2018
Q1 | $249K | Sell |
1,308
-149
| -10% | -$28.4K | 0.08% | 103 |
|
|
2017
Q4 | $272K | Buy |
+1,457
| New | +$272K | 0.09% | 101 |
|