WAP
Wealthcare Advisory Partners’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 | $1.82M | Sell |
6,360
-730
| -10% | -$209K | 0.04% | 348 |
|
|
2025
Q1 | $1.81M | Buy |
7,090
+695
| +11% | +$178K | 0.05% | 302 |
|
|
2024
Q4 | $1.84M | Sell |
6,395
-662
| -9% | -$191K | 0.05% | 288 |
|
|
2024
Q3 | $2M | Buy |
7,057
+1,102
| +19% | +$313K | 0.06% | 271 |
|
|
2024
Q2 | $1.56M | Sell |
5,955
-174
| -3% | -$45.7K | 0.05% | 283 |
|
|
2024
Q1 | $1.66M | Buy |
6,129
+1,175
| +24% | +$318K | 0.05% | 266 |
|
|
2023
Q4 | $1.25M | Sell |
4,954
-186
| -4% | -$46.9K | 0.05% | 273 |
|
|
2023
Q3 | $1.15M | Hold |
5,140
| – | – | 0.05% | 256 |
|
|
2023
Q2 | $1.25M | Sell |
5,140
-23
| -0.4% | -$5.58K | 0.06% | 251 |
|
|
2023
Q1 | $1.17M | Buy |
5,163
+292
| +6% | +$66.2K | 0.05% | 264 |
|
|
2022
Q4 | $1.04M | Buy |
4,871
+89
| +2% | +$19.1K | 0.05% | 269 |
|
|
2022
Q3 | $988K | Buy |
4,782
+634
| +15% | +$131K | 0.06% | 236 |
|
|
2022
Q2 | $856K | Hold |
4,148
| – | – | 0.05% | 231 |
|
|
2022
Q1 | $1.06M | Hold |
4,148
| – | – | 0.06% | 186 |
|
|
2021
Q4 | $1.22M | Buy |
4,148
+303
| +8% | +$88.8K | 0.07% | 170 |
|
|
2021
Q3 | $1.13M | Buy |
3,845
+89
| +2% | +$26.1K | 0.07% | 172 |
|
|
2021
Q2 | $1.17M | Sell |
3,756
-258
| -6% | -$80.4K | 0.08% | 172 |
|
|
2021
Q1 | $1.21M | Hold |
4,014
| – | – | 0.09% | 152 |
|
|
2020
Q4 | $1.15M | Sell |
4,014
-88
| -2% | -$25.2K | 0.1% | 127 |
|
|
2020
Q3 | $909K | Buy |
+4,102
| New | +$909K | 0.1% | 132 |
|
|
2020
Q2 | – | Sell |
-267
| Closed | -$42K | – | 864 |
|
|
2020
Q1 | $42K | Buy |
267
+4
| +2% | +$629 | 0.01% | 547 |
|
|
2019
Q4 | $56K | Hold |
263
| – | – | 0.01% | 525 |
|
|
2019
Q3 | $51K | Hold |
263
| – | – | 0.01% | 530 |
|
|
2019
Q2 | $53K | Hold |
263
| – | – | 0.01% | 485 |
|
|
2019
Q1 | $52K | Hold |
263
| – | – | 0.01% | 450 |
|
|
2018
Q4 | $44K | Sell |
263
-184
| -41% | -$30.8K | 0.01% | 453 |
|
|
2018
Q3 | $96K | Hold |
447
| – | – | 0.02% | 346 |
|
|
2018
Q2 | $91K | Buy |
447
+1
| +0.2% | +$204 | 0.02% | 345 |
|
|
2018
Q1 | $85K | Buy |
446
+300
| +205% | +$57.2K | 0.02% | 308 |
|
|
2017
Q4 | $27K | Hold |
146
| – | – | 0.01% | 478 |
|
|
2017
Q3 | $26K | Buy |
146
+26
| +22% | +$4.63K | 0.01% | 390 |
|
|
2017
Q2 | $20K | Hold |
120
| – | – | 0.01% | 66 |
|
|
2017
Q1 | $19K | Buy |
120
+13
| +12% | +$2.06K | 0.01% | 65 |
|
|
2016
Q4 | $16K | Hold |
107
| – | – | 0.01% | 70 |
|
|
2016
Q3 | $16K | Hold |
107
| – | – | 0.01% | 58 |
|
|
2016
Q2 | $15K | Buy |
+107
| New | +$15K | 0.01% | 71 |
|