WhitTier Trust Company’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 | $11M | Buy |
38,487
+245
| +0.6% | +$70K | 0.25% | 89 |
|
|
2025
Q1 | $9.77M | Buy |
38,242
+537
| +1% | +$137K | 0.25% | 88 |
|
|
2024
Q4 | $10.9M | Buy |
37,705
+906
| +2% | +$261K | 0.27% | 84 |
|
|
2024
Q3 | $10.5M | Hold |
36,799
| – | – | 0.27% | 86 |
|
|
2024
Q2 | $9.66M | Sell |
36,799
-1,055
| -3% | -$277K | 0.27% | 85 |
|
|
2024
Q1 | $10.3M | Buy |
37,854
+65
| +0.2% | +$17.6K | 0.29% | 82 |
|
|
2023
Q4 | $9.53M | Sell |
37,789
-152
| -0.4% | -$38.3K | 0.31% | 84 |
|
|
2023
Q3 | $8.5M | Sell |
37,941
-574
| -1% | -$129K | 0.3% | 79 |
|
|
2023
Q2 | $9.35M | Hold |
38,515
| – | – | 0.32% | 78 |
|
|
2023
Q1 | $8.74M | Sell |
38,515
-370
| -1% | -$83.9K | 0.32% | 78 |
|
|
2022
Q4 | $8.34M | Sell |
38,885
-674
| -2% | -$145K | 0.33% | 70 |
|
|
2022
Q3 | $8.17M | Sell |
39,559
-366
| -0.9% | -$75.6K | 0.35% | 68 |
|
|
2022
Q2 | $8.24M | Sell |
39,925
-220
| -0.5% | -$45.4K | 0.34% | 74 |
|
|
2022
Q1 | $10.3M | Buy |
40,145
+260
| +0.7% | +$66.5K | 0.37% | 64 |
|
|
2021
Q4 | $11.7M | Buy |
39,885
+52
| +0.1% | +$15.2K | 0.43% | 56 |
|
|
2021
Q3 | $11.7M | Hold |
39,833
| – | – | 0.48% | 52 |
|
|
2021
Q2 | $12.4M | Sell |
39,833
-414
| -1% | -$129K | 0.52% | 47 |
|
|
2021
Q1 | $12.1M | Buy |
40,247
+3,215
| +9% | +$967K | 0.54% | 49 |
|
|
2020
Q4 | $10.6M | Buy |
37,032
+59
| +0.2% | +$16.9K | 0.53% | 47 |
|
|
2020
Q3 | $8.19M | Hold |
36,973
| – | – | 0.47% | 55 |
|
|
2020
Q2 | $7.65M | Sell |
36,973
-2,717
| -7% | -$562K | 0.48% | 54 |
|
|
2020
Q1 | $6.28M | Buy |
39,690
+1,073
| +3% | +$170K | 0.48% | 60 |
|
|
2019
Q4 | $8.27M | Buy |
38,617
+77
| +0.2% | +$16.5K | 0.53% | 53 |
|
|
2019
Q3 | $7.43M | Sell |
38,540
-371
| -1% | -$71.5K | 0.52% | 53 |
|
|
2019
Q2 | $7.82M | Sell |
38,911
-71
| -0.2% | -$14.3K | 0.56% | 50 |
|
|
2019
Q1 | $7.67M | Sell |
38,982
-162
| -0.4% | -$31.9K | 0.57% | 49 |
|
|
2018
Q4 | $6.58M | Buy |
39,144
+79
| +0.2% | +$13.3K | 0.54% | 52 |
|
|
2018
Q3 | $8.4M | Sell |
39,065
-240
| -0.6% | -$51.6K | 0.61% | 47 |
|
|
2018
Q2 | $8.03M | Buy |
39,305
+178
| +0.5% | +$36.4K | 0.63% | 44 |
|
|
2018
Q1 | $7.46M | Sell |
39,127
-55
| -0.1% | -$10.5K | 0.61% | 50 |
|
|
2017
Q4 | $7.32M | Sell |
39,182
-260
| -0.7% | -$48.5K | 0.62% | 48 |
|
|
2017
Q3 | $7.06M | Sell |
39,442
-6
| -0% | -$1.07K | 0.66% | 46 |
|
|
2017
Q2 | $6.66M | Hold |
39,448
| – | – | 0.64% | 44 |
|
|
2017
Q1 | $6.38M | Hold |
39,448
| – | – | 0.64% | 43 |
|
|
2016
Q4 | $6.07M | Buy |
39,448
+30
| +0.1% | +$4.62K | 0.64% | 43 |
|
|
2016
Q3 | $5.87M | Hold |
39,418
| – | – | 0.67% | 48 |
|
|
2016
Q2 | $5.41M | Hold |
39,418
| – | – | 0.62% | 50 |
|
|
2016
Q1 | $5.23M | Hold |
39,418
| – | – | 0.61% | 50 |
|
|
2015
Q4 | $5.49M | Sell |
39,418
-656
| -2% | -$91.4K | 0.64% | 50 |
|
|
2015
Q3 | $5.37M | Sell |
40,074
-257
| -0.6% | -$34.4K | 0.66% | 52 |
|
|
2015
Q2 | $6.24M | Sell |
40,331
-3,995
| -9% | -$618K | 0.69% | 46 |
|
|
2015
Q1 | $6.72M | Buy |
44,326
+5,880
| +15% | +$891K | 0.74% | 36 |
|
|
2014
Q4 | $5.47M | Sell |
38,446
-9
| -0% | -$1.28K | 0.61% | 56 |
|
|
2014
Q3 | $4.99M | Sell |
38,455
-553
| -1% | -$71.7K | 0.57% | 56 |
|
|
2014
Q2 | $5.4M | Sell |
39,008
-171
| -0.4% | -$23.7K | 0.61% | 53 |
|
|
2014
Q1 | $5.33M | Sell |
39,179
-70
| -0.2% | -$9.53K | 0.62% | 54 |
|
|
2013
Q4 | $5.32M | Sell |
39,249
-100
| -0.3% | -$13.5K | 0.64% | 53 |
|
|
2013
Q3 | $4.95M | Sell |
39,349
-830
| -2% | -$104K | 0.66% | 48 |
|
|
2013
Q2 | $4.48M | Buy |
+40,179
| New | +$4.48M | 0.65% | 46 |
|