West Coast Financial’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 | – | Sell |
-2,886
| Closed | -$737K | – | 77 |
|
|
2025
Q1 | $737K | Hold |
2,886
| – | – | 0.08% | 86 |
|
|
2024
Q4 | $831K | Hold |
2,886
| – | – | 0.09% | 82 |
|
|
2024
Q3 | $820K | Hold |
2,886
| – | – | 0.09% | 87 |
|
|
2024
Q2 | $758K | Hold |
2,886
| – | – | 0.09% | 84 |
|
|
2024
Q1 | $782K | Hold |
2,886
| – | – | 0.09% | 82 |
|
|
2023
Q4 | $728K | Hold |
2,886
| – | – | 0.1% | 82 |
|
|
2023
Q3 | $647K | Hold |
2,886
| – | – | 0.1% | 85 |
|
|
2023
Q2 | $700K | Hold |
2,886
| – | – | 0.1% | 86 |
|
|
2023
Q1 | $655K | Hold |
2,886
| – | – | 0.1% | 82 |
|
|
2022
Q4 | $619K | Hold |
2,886
| – | – | 0.1% | 79 |
|
|
2022
Q3 | $596K | Hold |
2,886
| – | – | 0.11% | 79 |
|
|
2022
Q2 | $595K | Hold |
2,886
| – | – | 0.11% | 77 |
|
|
2022
Q1 | $738K | Hold |
2,886
| – | – | 0.11% | 75 |
|
|
2021
Q4 | $846K | Hold |
2,886
| – | – | 0.12% | 76 |
|
|
2021
Q3 | $847K | Hold |
2,886
| – | – | 0.14% | 75 |
|
|
2021
Q2 | $900K | Hold |
2,886
| – | – | 0.15% | 74 |
|
|
2021
Q1 | $868K | Hold |
2,886
| – | – | 0.15% | 73 |
|
|
2020
Q4 | $827K | Hold |
2,886
| – | – | 0.16% | 70 |
|
|
2020
Q3 | $639K | Hold |
2,886
| – | – | 0.14% | 72 |
|
|
2020
Q2 | $597K | Hold |
2,886
| – | – | 0.15% | 68 |
|
|
2020
Q1 | $456K | Hold |
2,886
| – | – | 0.12% | 71 |
|
|
2019
Q4 | $618K | Hold |
2,886
| – | – | 0.13% | 74 |
|
|
2019
Q3 | $556K | Hold |
2,886
| – | – | 0.13% | 77 |
|
|
2019
Q2 | $580K | Buy |
2,886
+226
| +8% | +$45.4K | 0.13% | 74 |
|
|
2019
Q1 | $523K | Hold |
2,660
| – | – | 0.12% | 79 |
|
|
2018
Q4 | $447K | Sell |
2,660
-326
| -11% | -$54.8K | 0.13% | 78 |
|
|
2018
Q3 | $642K | Buy |
2,986
+326
| +12% | +$70.1K | 0.15% | 87 |
|
|
2018
Q2 | $544K | Hold |
2,660
| – | – | 0.15% | 72 |
|
|
2018
Q1 | $507K | Hold |
2,660
| – | – | 0.14% | 75 |
|
|
2017
Q4 | $497K | Sell |
2,660
-326
| -11% | -$60.9K | 0.14% | 81 |
|
|
2017
Q3 | $534K | Buy |
2,986
+326
| +12% | +$58.3K | 0.14% | 95 |
|
|
2017
Q2 | $449K | Hold |
2,660
| – | – | 0.14% | 84 |
|
|
2017
Q1 | $430K | Sell |
2,660
-350
| -12% | -$56.6K | 0.14% | 90 |
|
|
2016
Q4 | $463K | Hold |
3,010
| – | – | 0.15% | 91 |
|
|
2016
Q3 | $448K | Hold |
3,010
| – | – | 0.14% | 95 |
|
|
2016
Q2 | $413K | Hold |
3,010
| – | – | 0.15% | 79 |
|
|
2016
Q1 | $399K | Hold |
3,010
| – | – | 0.16% | 68 |
|
|
2015
Q4 | $419K | Hold |
3,010
| – | – | 0.18% | 74 |
|
|
2015
Q3 | $403K | Hold |
3,010
| – | – | 0.18% | 71 |
|
|
2015
Q2 | $465K | Hold |
3,010
| – | – | 0.2% | 68 |
|
|
2015
Q1 | $456K | Sell |
3,010
-19
| -0.6% | -$2.88K | 0.21% | 67 |
|
|
2014
Q4 | $431K | Hold |
3,029
| – | – | 0.22% | 66 |
|
|
2014
Q3 | $393K | Hold |
3,029
| – | – | 0.22% | 70 |
|
|
2014
Q2 | $419K | Hold |
3,029
| – | – | 0.22% | 71 |
|
|
2014
Q1 | $412K | Sell |
3,029
-21
| -0.7% | -$2.86K | 0.21% | 74 |
|
|
2013
Q4 | $413K | Hold |
3,050
| – | – | 0.21% | 74 |
|
|
2013
Q3 | $384K | Hold |
3,050
| – | – | 0.21% | 75 |
|
|
2013
Q2 | $340K | Buy |
+3,050
| New | +$340K | 0.19% | 80 |
|