Willner & Heller’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 | $415K | Buy |
1,452
+2
| +0.1% | +$572 | 0.35% | 94 |
|
|
2025
Q1 | $371K | Buy |
1,450
+2
| +0.1% | +$511 | 0.34% | 102 |
|
|
2024
Q4 | $417K | Buy |
1,448
+5
| +0.3% | +$1.44K | 0.37% | 90 |
|
|
2024
Q3 | $410K | Buy |
1,443
+3
| +0.2% | +$852 | 0.37% | 93 |
|
|
2024
Q2 | $378K | Buy |
1,440
+2
| +0.1% | +$525 | 0.36% | 95 |
|
|
2024
Q1 | $389K | Buy |
1,438
+2
| +0.1% | +$542 | 0.39% | 91 |
|
|
2023
Q4 | $362K | Buy |
+1,436
| New | +$362K | 0.4% | 90 |
|
|
2022
Q4 | $302K | Buy |
1,407
+3
| +0.2% | +$644 | 0.43% | 89 |
|
|
2022
Q3 | $290K | Buy |
1,404
+15
| +1% | +$3.1K | 0.47% | 81 |
|
|
2022
Q2 | $287K | Buy |
1,389
+2
| +0.1% | +$413 | 0.45% | 81 |
|
|
2022
Q1 | $406K | Buy |
1,387
+2
| +0.1% | +$585 | 0.5% | 72 |
|
|
2021
Q4 | $407K | Buy |
+1,385
| New | +$407K | 0.54% | 61 |
|