WealthPLAN Partners’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 | $690K | Buy |
2,414
+360
| +18% | +$103K | 0.11% | 152 |
|
|
2025
Q1 | $525K | Buy |
2,054
+51
| +3% | +$13K | 0.07% | 164 |
|
|
2024
Q4 | $577K | Hold |
2,003
| – | – | 0.08% | 161 |
|
|
2024
Q3 | $569K | Sell |
2,003
-4
| -0.2% | -$1.14K | 0.08% | 169 |
|
|
2024
Q2 | $527K | Buy |
2,007
+6
| +0.3% | +$1.58K | 0.06% | 200 |
|
|
2024
Q1 | $542K | Hold |
2,001
| – | – | 0.06% | 195 |
|
|
2023
Q4 | $505K | Sell |
2,001
-3
| -0.1% | -$757 | 0.05% | 219 |
|
|
2023
Q3 | $449K | Buy |
2,004
+3
| +0.1% | +$672 | 0.05% | 213 |
|
|
2023
Q2 | $486K | Buy |
2,001
+491
| +33% | +$119K | 0.07% | 191 |
|
|
2023
Q1 | $342K | Sell |
1,510
-527
| -26% | -$120K | 0.04% | 236 |
|
|
2022
Q4 | $485K | Buy |
+2,037
| New | +$485K | 0.03% | 257 |
|
|
2022
Q1 | – | Sell |
-1,294
| Closed | -$328K | – | 395 |
|
|
2021
Q4 | $328K | Buy |
1,294
+326
| +34% | +$82.6K | 0.02% | 306 |
|
|
2021
Q3 | $288K | Buy |
968
+10
| +1% | +$2.98K | 0.02% | 316 |
|
|
2021
Q2 | $289K | Hold |
958
| – | – | 0.02% | 296 |
|
|
2021
Q1 | $286K | Buy |
958
+4
| +0.4% | +$1.19K | 0.02% | 279 |
|
|
2020
Q4 | $306K | Buy |
954
+134
| +16% | +$43K | 0.03% | 261 |
|
|
2020
Q3 | $203K | Buy |
+820
| New | +$203K | 0.02% | 292 |
|