WealthShield 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 | $144K | Sell |
502
-29
| -5% | -$8.29K | 0.02% | 350 |
|
|
2025
Q1 | $136K | Sell |
531
-1
| -0.2% | -$255 | 0.02% | 345 |
|
|
2024
Q4 | $153K | Hold |
532
| – | – | 0.02% | 308 |
|
|
2024
Q3 | $151K | Hold |
532
| – | – | 0.02% | 319 |
|
|
2024
Q2 | $140K | Hold |
532
| – | – | 0.02% | 303 |
|
|
2024
Q1 | $144K | Sell |
532
-34
| -6% | -$9.21K | 0.02% | 294 |
|
|
2023
Q4 | $143K | Sell |
566
-8,190
| -94% | -$2.07M | 0.02% | 296 |
|
|
2023
Q3 | $1.97M | Buy |
8,756
+744
| +9% | +$167K | 0.3% | 94 |
|
|
2023
Q2 | $1.94M | Buy |
8,012
+758
| +10% | +$184K | 0.29% | 89 |
|
|
2023
Q1 | $1.65M | Buy |
7,254
+668
| +10% | +$152K | 0.27% | 103 |
|
|
2022
Q4 | $1.41M | Buy |
6,586
+658
| +11% | +$141K | 0.27% | 107 |
|
|
2022
Q3 | $1.23M | Buy |
5,928
+1,531
| +35% | +$316K | 0.24% | 106 |
|
|
2022
Q2 | $907K | Buy |
4,397
+2,676
| +155% | +$552K | 0.18% | 137 |
|
|
2022
Q1 | $440K | Sell |
1,721
-361
| -17% | -$92.3K | 0.07% | 248 |
|
|
2021
Q4 | $610K | Buy |
+2,082
| New | +$610K | 0.1% | 175 |
|
|
2021
Q3 | – | Sell |
-114
| Closed | -$36K | – | 488 |
|
|
2021
Q2 | $36K | Sell |
114
-401
| -78% | -$127K | 0.01% | 544 |
|
|
2021
Q1 | $155K | Buy |
+515
| New | +$155K | 0.03% | 283 |
|
|
2020
Q4 | – | Sell |
-47
| Closed | -$10K | – | 349 |
|
|
2020
Q3 | $10K | Hold |
47
| – | – | ﹤0.01% | 347 |
|
|
2020
Q2 | $10K | Hold |
47
| – | – | ﹤0.01% | 294 |
|
|
2020
Q1 | $7K | Sell |
47
-82
| -64% | -$12.2K | ﹤0.01% | 229 |
|
|
2019
Q4 | $28K | Hold |
129
| – | – | 0.01% | 225 |
|
|
2019
Q3 | $25K | Hold |
129
| – | – | 0.01% | 216 |
|
|
2019
Q2 | $26K | Sell |
129
-9
| -7% | -$1.81K | 0.02% | 189 |
|
|
2019
Q1 | $27K | Sell |
138
-56
| -29% | -$11K | 0.02% | 211 |
|
|
2018
Q4 | $33K | Hold |
194
| – | – | 0.02% | 174 |
|
|
2018
Q3 | $42K | Hold |
194
| – | – | 0.02% | 171 |
|
|
2018
Q2 | $40K | Hold |
194
| – | – | 0.02% | 163 |
|
|
2018
Q1 | $37K | Hold |
194
| – | – | 0.02% | 160 |
|
|
2017
Q4 | $37K | Buy |
+194
| New | +$37K | 0.02% | 160 |
|