Widmann Financial Services’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 | $2.44M | Buy |
8,534
+518
| +6% | +$148K | 1.7% | 14 |
|
|
2025
Q1 | $2.05M | Buy |
8,016
+496
| +7% | +$127K | 1.59% | 18 |
|
|
2024
Q4 | $2.16M | Buy |
7,520
+236
| +3% | +$67.9K | 1.68% | 17 |
|
|
2024
Q3 | $2.07M | Buy |
7,284
+204
| +3% | +$57.9K | 1.57% | 16 |
|
|
2024
Q2 | $1.86M | Sell |
7,080
-6
| -0.1% | -$1.58K | 1.51% | 15 |
|
|
2024
Q1 | $1.92M | Sell |
7,086
-2
| -0% | -$542 | 1.61% | 16 |
|
|
2023
Q4 | $1.79M | Buy |
7,088
+24
| +0.3% | +$6.05K | 1.61% | 17 |
|
|
2023
Q3 | $1.58M | Buy |
7,064
+9
| +0.1% | +$2.02K | 1.58% | 19 |
|
|
2023
Q2 | $1.71M | Sell |
7,055
-57
| -0.8% | -$13.8K | 1.64% | 19 |
|
|
2023
Q1 | $1.61M | Buy |
7,112
+325
| +5% | +$73.7K | 1.63% | 18 |
|
|
2022
Q4 | $1.46M | Buy |
6,787
+192
| +3% | +$41.2K | 1.52% | 20 |
|
|
2022
Q3 | $1.36M | Buy |
6,595
+455
| +7% | +$94K | 1.51% | 21 |
|
|
2022
Q2 | $1.27M | Buy |
6,140
+421
| +7% | +$86.8K | 1.31% | 26 |
|
|
2022
Q1 | $1.46M | Buy |
5,719
+242
| +4% | +$61.9K | 1.3% | 28 |
|
|
2021
Q4 | $1.61M | Buy |
+5,477
| New | +$1.61M | 1.32% | 23 |
|