Welch & Forbes’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 | $4.06M | Sell |
14,218
-385
| -3% | -$110K | 0.05% | 138 |
|
|
2025
Q1 | $3.73M | Sell |
14,603
-3
| -0% | -$767 | 0.05% | 139 |
|
|
2024
Q4 | $4.2M | Sell |
14,606
-395
| -3% | -$114K | 0.05% | 134 |
|
|
2024
Q3 | $4.26M | Sell |
15,001
-114
| -0.8% | -$32.4K | 0.05% | 135 |
|
|
2024
Q2 | $3.96M | Buy |
15,115
+73
| +0.5% | +$19.1K | 0.05% | 135 |
|
|
2024
Q1 | $4.07M | Sell |
15,042
-133
| -0.9% | -$36K | 0.06% | 139 |
|
|
2023
Q4 | $3.83M | Buy |
15,175
+7
| +0% | +$1.77K | 0.06% | 139 |
|
|
2023
Q3 | $3.4M | Sell |
15,168
-629
| -4% | -$141K | 0.06% | 142 |
|
|
2023
Q2 | $3.83M | Sell |
15,797
-13
| -0.1% | -$3.16K | 0.06% | 141 |
|
|
2023
Q1 | $3.59M | Sell |
15,810
-150
| -0.9% | -$34K | 0.06% | 140 |
|
|
2022
Q4 | $3.42M | Sell |
15,960
-3,126
| -16% | -$671K | 0.06% | 140 |
|
|
2022
Q3 | $3.94M | Sell |
19,086
-2,956
| -13% | -$611K | 0.08% | 137 |
|
|
2022
Q2 | $4.55M | Sell |
22,042
-25
| -0.1% | -$5.16K | 0.08% | 138 |
|
|
2022
Q1 | $5.64M | Sell |
22,067
-246
| -1% | -$62.9K | 0.09% | 135 |
|
|
2021
Q4 | $6.54M | Buy |
22,313
+121
| +0.5% | +$35.5K | 0.1% | 128 |
|
|
2021
Q3 | $6.52M | Buy |
22,192
+2,155
| +11% | +$633K | 0.11% | 127 |
|
|
2021
Q2 | $6.25M | Sell |
20,037
-254
| -1% | -$79.2K | 0.11% | 127 |
|
|
2021
Q1 | $6.1M | Buy |
20,291
+825
| +4% | +$248K | 0.11% | 126 |
|
|
2020
Q4 | $5.58M | Buy |
19,466
+5,286
| +37% | +$1.52M | 0.11% | 127 |
|
|
2020
Q3 | $3.14M | Sell |
14,180
-624
| -4% | -$138K | 0.07% | 139 |
|
|
2020
Q2 | $3.06M | Sell |
14,804
-1,000
| -6% | -$207K | 0.07% | 141 |
|
|
2020
Q1 | $2.5M | Buy |
15,804
+650
| +4% | +$103K | 0.07% | 146 |
|
|
2019
Q4 | $3.25M | Buy |
15,154
+550
| +4% | +$118K | 0.07% | 148 |
|
|
2019
Q3 | $2.82M | Buy |
14,604
+105
| +0.7% | +$20.2K | 0.07% | 152 |
|
|
2019
Q2 | $2.91M | Sell |
14,499
-425
| -3% | -$85.4K | 0.07% | 151 |
|
|
2019
Q1 | $2.94M | Hold |
14,924
| – | – | 0.07% | 150 |
|
|
2018
Q4 | $2.51M | Sell |
14,924
-2,650
| -15% | -$445K | 0.07% | 148 |
|
|
2018
Q3 | $3.78M | Buy |
17,574
+2,642
| +18% | +$568K | 0.09% | 142 |
|
|
2018
Q2 | $3.05M | Buy |
14,932
+2,214
| +17% | +$452K | 0.08% | 144 |
|
|
2018
Q1 | $2.42M | Buy |
12,718
+172
| +1% | +$32.8K | 0.06% | 167 |
|
|
2017
Q4 | $2.34M | Buy |
12,546
+16
| +0.1% | +$2.99K | 0.06% | 156 |
|
|
2017
Q3 | $2.24M | Buy |
12,530
+330
| +3% | +$59K | 0.06% | 163 |
|
|
2017
Q2 | $2.06M | Buy |
12,200
+120
| +1% | +$20.2K | 0.06% | 166 |
|
|
2017
Q1 | $1.95M | Buy |
12,080
+3,000
| +33% | +$485K | 0.06% | 164 |
|
|
2016
Q4 | $1.4M | Sell |
9,080
-25
| -0.3% | -$3.85K | 0.04% | 179 |
|
|
2016
Q3 | $1.36M | Buy |
9,105
+81
| +0.9% | +$12.1K | 0.05% | 155 |
|
|
2016
Q2 | $1.24M | Sell |
9,024
-1,905
| -17% | -$261K | 0.04% | 178 |
|
|
2016
Q1 | $1.45M | Sell |
10,929
-288
| -3% | -$38.2K | 0.05% | 176 |
|
|
2015
Q4 | $1.56M | Buy |
11,217
+747
| +7% | +$104K | 0.05% | 171 |
|
|
2015
Q3 | $1.4M | Sell |
10,470
-168
| -2% | -$22.5K | 0.05% | 182 |
|
|
2015
Q2 | $1.65M | Buy |
10,638
+526
| +5% | +$81.3K | 0.05% | 175 |
|
|
2015
Q1 | $1.53M | Buy |
10,112
+2,250
| +29% | +$341K | 0.05% | 185 |
|
|
2014
Q4 | $1.12M | Buy |
7,862
+2,000
| +34% | +$285K | 0.03% | 204 |
|
|
2014
Q3 | $760K | Sell |
5,862
-1,079
| -16% | -$140K | 0.02% | 223 |
|
|
2014
Q2 | $961K | Buy |
6,941
+1,590
| +30% | +$220K | 0.03% | 199 |
|
|
2014
Q1 | $728K | Buy |
5,351
+665
| +14% | +$90.5K | 0.02% | 221 |
|
|
2013
Q4 | $635K | Buy |
4,686
+901
| +24% | +$122K | 0.02% | 223 |
|
|
2013
Q3 | $476K | Buy |
3,785
+1,600
| +73% | +$201K | 0.02% | 259 |
|
|
2013
Q2 | $244K | Buy |
+2,185
| New | +$244K | 0.01% | 290 |
|