Wealthspire Advisors (New York)’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 | $13.7M | Sell |
48,040
-1,199
| -2% | -$343K | 0.08% | 95 |
|
|
2025
Q1 | $12.6M | Buy |
49,239
+5,114
| +12% | +$1.31M | 0.08% | 100 |
|
|
2024
Q4 | $12.7M | Buy |
44,125
+1,888
| +4% | +$543K | 0.13% | 83 |
|
|
2024
Q3 | $12M | Buy |
42,237
+4,040
| +11% | +$1.15M | 0.12% | 86 |
|
|
2024
Q2 | $10M | Buy |
38,197
+3,343
| +10% | +$878K | 0.13% | 78 |
|
|
2024
Q1 | $9.44M | Buy |
34,854
+2,301
| +7% | +$623K | 0.13% | 80 |
|
|
2023
Q4 | $8.21M | Sell |
32,553
-752
| -2% | -$190K | 0.12% | 82 |
|
|
2023
Q3 | $7.47M | Buy |
33,305
+28,005
| +528% | +$6.28M | 0.12% | 84 |
|
|
2023
Q2 | $1.29M | Buy |
5,300
+1
| +0% | +$243 | 0.02% | 215 |
|
|
2023
Q1 | $1.2M | Buy |
5,299
+315
| +6% | +$71.4K | 0.02% | 218 |
|
|
2022
Q4 | $1.07M | Sell |
4,984
-51
| -1% | -$10.9K | 0.02% | 249 |
|
|
2022
Q3 | $1.04M | Buy |
5,035
+3,696
| +276% | +$763K | 0.02% | 221 |
|
|
2022
Q2 | $276K | Buy |
1,339
+1
| +0.1% | +$206 | 0.01% | 417 |
|
|
2022
Q1 | $342K | Sell |
1,338
-1,851
| -58% | -$473K | 0.01% | 333 |
|
|
2021
Q4 | $935K | Buy |
3,189
+1
| +0% | +$293 | 0.02% | 237 |
|
|
2021
Q3 | $936K | Buy |
3,188
+251
| +9% | +$73.7K | 0.02% | 257 |
|
|
2021
Q2 | $915K | Buy |
2,937
+1,729
| +143% | +$539K | 0.02% | 169 |
|
|
2021
Q1 | $363K | Buy |
1,208
+252
| +26% | +$75.7K | 0.01% | 494 |
|
|
2020
Q4 | $274K | Buy |
+956
| New | +$274K | 0.01% | 466 |
|
|
2020
Q2 | – | Sell |
-5,510
| Closed | -$872K | – | 408 |
|
|
2020
Q1 | $872K | Buy |
+5,510
| New | +$872K | 0.04% | 216 |
|
|
2019
Q1 | – | Sell |
-99
| Closed | -$17K | – | 425 |
|
|
2018
Q4 | $17K | Buy |
+99
| New | +$17K | ﹤0.01% | 379 |
|