WF
WoodTrust Financial’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 | $25.9M | Buy |
90,725
+300
| +0.3% | +$85.8K | 3.3% | 8 |
|
|
2025
Q1 | $23.1M | Buy |
90,425
+907
| +1% | +$232K | 3.24% | 8 |
|
|
2024
Q4 | $25.8M | Buy |
89,518
+2,764
| +3% | +$796K | 3.62% | 7 |
|
|
2024
Q3 | $24.6M | Buy |
86,754
+3,893
| +5% | +$1.11M | 3.5% | 7 |
|
|
2024
Q2 | $21.8M | Buy |
+82,861
| New | +$21.8M | 3.38% | 7 |
|
|
2024
Q1 | – | Sell |
-78,416
| Closed | -$19.8M | – | 177 |
|
|
2023
Q4 | $19.8M | Buy |
78,416
+4,134
| +6% | +$1.04M | 3.38% | 7 |
|
|
2023
Q3 | $16.7M | Sell |
74,282
-4,047
| -5% | -$907K | 3.18% | 8 |
|
|
2023
Q2 | $19M | Buy |
78,329
+7,309
| +10% | +$1.77M | 3.52% | 8 |
|
|
2023
Q1 | $16.1M | Buy |
71,020
+3,181
| +5% | +$722K | 3.13% | 9 |
|
|
2022
Q4 | $14.6M | Sell |
67,839
-2,870
| -4% | -$616K | 3.01% | 8 |
|
|
2022
Q3 | $14.6M | Buy |
70,709
+2,437
| +4% | +$503K | 3.29% | 7 |
|
|
2022
Q2 | $14.1M | Buy |
68,272
+4,985
| +8% | +$1.03M | 3.16% | 9 |
|
|
2022
Q1 | $16.2M | Buy |
63,287
+4,788
| +8% | +$1.22M | 3.29% | 8 |
|
|
2021
Q4 | $17.1M | Buy |
58,499
+2,480
| +4% | +$727K | 3.55% | 7 |
|
|
2021
Q3 | $16.4M | Buy |
56,019
+2,205
| +4% | +$647K | 3.86% | 5 |
|
|
2021
Q2 | $16.8M | Sell |
53,814
-252
| -0.5% | -$78.5K | 4.43% | 4 |
|
|
2021
Q1 | $16.3M | Sell |
54,066
-2,186
| -4% | -$657K | 4.79% | 3 |
|
|
2020
Q4 | $16.1M | Buy |
56,252
+162
| +0.3% | +$46.4K | 5.04% | 2 |
|
|
2020
Q3 | $12.4M | Buy |
56,090
+744
| +1% | +$165K | 4.49% | 3 |
|
|
2020
Q2 | $11.4M | Buy |
55,346
+13,046
| +31% | +$2.7M | 4.58% | 3 |
|
|
2020
Q1 | $6.69M | Sell |
42,300
-4,192
| -9% | -$663K | 3.14% | 9 |
|
|
2019
Q4 | $9.96M | Buy |
46,492
+898
| +2% | +$192K | 3.93% | 4 |
|
|
2019
Q3 | $8.79M | Buy |
45,594
+1,541
| +3% | +$297K | 3.79% | 5 |
|
|
2019
Q2 | $8.85M | Buy |
44,053
+2,090
| +5% | +$420K | 3.98% | 5 |
|
|
2019
Q1 | $8.25M | Buy |
41,963
+3,177
| +8% | +$625K | 3.94% | 3 |
|
|
2018
Q4 | $6.52M | Sell |
38,786
-350
| -0.9% | -$58.8K | 3.68% | 5 |
|
|
2018
Q3 | $8.42M | Buy |
39,136
+420
| +1% | +$90.3K | 4.07% | 3 |
|
|
2018
Q2 | $7.91M | Sell |
38,716
-2,121
| -5% | -$433K | 4.15% | 2 |
|
|
2018
Q1 | $7.78M | Buy |
40,837
+595
| +1% | +$113K | 4.17% | 2 |
|
|
2017
Q4 | $7.51M | Buy |
+40,242
| New | +$7.51M | 3.99% | 2 |
|