WBC
West Branch Capital’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 | $25.1K | Hold |
88
| – | – | 0.01% | 193 |
|
|
2025
Q1 | $22.5K | Sell |
88
-61
| -41% | -$15.6K | 0.01% | 214 |
|
|
2024
Q4 | $42.8K | Hold |
149
| – | – | 0.01% | 161 |
|
|
2024
Q3 | $42.2K | Buy |
149
+1
| +0.7% | +$283 | 0.01% | 169 |
|
|
2024
Q2 | $39K | Hold |
148
| – | – | 0.01% | 175 |
|
|
2024
Q1 | $40.2K | Sell |
148
-77
| -34% | -$20.9K | 0.02% | 175 |
|
|
2023
Q4 | $56.7K | Buy |
225
+1
| +0.4% | +$252 | 0.03% | 150 |
|
|
2023
Q3 | $50.3K | Hold |
224
| – | – | 0.03% | 160 |
|
|
2023
Q2 | $54.5K | Hold |
224
| – | – | 0.03% | 157 |
|
|
2023
Q1 | $50.9K | Sell |
224
-7
| -3% | -$1.59K | 0.03% | 163 |
|
|
2022
Q4 | $49.5K | Hold |
231
| – | – | 0.03% | 166 |
|
|
2022
Q3 | $48K | Sell |
231
-5
| -2% | -$1.04K | 0.03% | 166 |
|
|
2022
Q2 | $49K | Sell |
236
-87
| -27% | -$18.1K | 0.03% | 173 |
|
|
2022
Q1 | $83K | Sell |
323
-239
| -43% | -$61.4K | 0.04% | 148 |
|
|
2021
Q4 | $165K | Buy |
562
+1
| +0.2% | +$294 | 0.07% | 103 |
|
|
2021
Q3 | $165K | Hold |
561
| – | – | 0.08% | 98 |
|
|
2021
Q2 | $175K | Buy |
+561
| New | +$175K | 0.09% | 99 |
|
|
2021
Q1 | – | Sell |
-711
| Closed | -$204K | – | 92 |
|
|
2020
Q4 | $204K | Buy |
+711
| New | +$204K | 0.12% | 86 |
|
|
2020
Q1 | – | Sell |
-1,342
| Closed | -$288K | – | 83 |
|
|
2019
Q4 | $288K | Buy |
1,342
+2
| +0.1% | +$429 | 0.2% | 78 |
|
|
2019
Q3 | $258K | Sell |
1,340
-215
| -14% | -$41.4K | 0.19% | 77 |
|
|
2019
Q2 | $312K | Sell |
1,555
-149
| -9% | -$29.9K | 0.26% | 70 |
|
|
2019
Q1 | $335K | Buy |
1,704
+2
| +0.1% | +$393 | 0.3% | 59 |
|
|
2018
Q4 | $286K | Buy |
1,702
+2
| +0.1% | +$336 | 0.3% | 59 |
|
|
2018
Q3 | $366K | Sell |
1,700
-24
| -1% | -$5.17K | 0.27% | 67 |
|
|
2018
Q2 | $352K | Buy |
+1,724
| New | +$352K | 0.28% | 69 |
|