Wealth Enhancement Advisory Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.1M | Buy |
181,980
+1,171
| +0.6% | +$342K | 0.09% | 219 |
|
|
2025
Q1 | $46.2M | Sell |
180,809
-8,334
| -4% | -$2.13M | 0.09% | 220 |
|
|
2024
Q4 | $54.4M | Buy |
189,143
+4,253
| +2% | +$1.22M | 0.1% | 188 |
|
|
2024
Q3 | $52.5M | Buy |
184,890
+1,790
| +1% | +$508K | 0.11% | 180 |
|
|
2024
Q2 | $48.1M | Buy |
183,100
+8,325
| +5% | +$2.19M | 0.11% | 183 |
|
|
2024
Q1 | $47.3M | Buy |
174,775
+14,755
| +9% | +$4M | 0.12% | 170 |
|
|
2023
Q4 | $40.4M | Buy |
160,020
+1,766
| +1% | +$445K | 0.12% | 176 |
|
|
2023
Q3 | $35.5M | Buy |
158,254
+156,696
| +10,058% | +$35.1M | 0.12% | 181 |
|
|
2023
Q2 | $378K | Buy |
1,558
+441
| +39% | +$107K | ﹤0.01% | 394 |
|
|
2023
Q1 | $253K | Sell |
1,117
-111,065
| -99% | -$25.2M | ﹤0.01% | 472 |
|
|
2022
Q4 | $25.8M | Sell |
112,182
-4,444
| -4% | -$1.02M | 0.33% | 50 |
|
|
2022
Q3 | $24.6M | Sell |
116,626
-904
| -0.8% | -$191K | 0.35% | 50 |
|
|
2022
Q2 | $25.4M | Buy |
117,530
+5,180
| +5% | +$1.12M | 0.35% | 49 |
|
|
2022
Q1 | $29.3M | Buy |
112,350
+8,397
| +8% | +$2.19M | 0.4% | 47 |
|
|
2021
Q4 | $26.2M | Buy |
103,953
+747
| +0.7% | +$188K | 0.38% | 46 |
|
|
2021
Q3 | $31.5M | Buy |
103,206
+1,174
| +1% | +$358K | 0.46% | 43 |
|
|
2021
Q2 | $29.9M | Buy |
102,032
+13,541
| +15% | +$3.97M | 0.48% | 42 |
|
|
2021
Q1 | $27.1M | Buy |
+88,491
| New | +$27.1M | 0.49% | 41 |
|