XF
XML 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 | $5.88M | Sell |
20,555
-5,624
| -21% | -$1.61M | 0.51% | 55 |
|
|
2025
Q1 | $6.69M | Sell |
26,179
-2,053
| -7% | -$525K | 0.62% | 48 |
|
|
2024
Q4 | $8.13M | Buy |
28,232
+7,945
| +39% | +$2.29M | 0.74% | 36 |
|
|
2024
Q3 | $5.76M | Buy |
20,287
+1,216
| +6% | +$345K | 0.53% | 55 |
|
|
2024
Q2 | $5.01M | Buy |
19,071
+324
| +2% | +$85.1K | 0.5% | 58 |
|
|
2024
Q1 | $5.08M | Buy |
18,747
+556
| +3% | +$151K | 0.52% | 54 |
|
|
2023
Q4 | $4.59M | Buy |
18,191
+932
| +5% | +$235K | 0.48% | 63 |
|
|
2023
Q3 | $3.87M | Buy |
17,259
+175
| +1% | +$39.2K | 0.46% | 66 |
|
|
2023
Q2 | $4.15M | Buy |
17,084
+287
| +2% | +$69.6K | 0.48% | 60 |
|
|
2023
Q1 | $3.81M | Sell |
16,797
-254
| -1% | -$57.6K | 0.46% | 65 |
|
|
2022
Q4 | $3.66M | Buy |
17,051
+2,055
| +14% | +$441K | 0.46% | 66 |
|
|
2022
Q3 | $3.1M | Buy |
14,996
+342
| +2% | +$70.7K | 0.43% | 71 |
|
|
2022
Q2 | $3.02M | Buy |
14,654
+448
| +3% | +$92.4K | 0.68% | 36 |
|
|
2022
Q1 | $3.63M | Buy |
14,206
+1,600
| +13% | +$409K | 0.43% | 72 |
|
|
2021
Q4 | $3.69M | Buy |
12,606
+772
| +7% | +$226K | 0.44% | 67 |
|
|
2021
Q3 | $3.48M | Buy |
11,834
+725
| +7% | +$213K | 0.46% | 66 |
|
|
2021
Q2 | $3.46M | Buy |
11,109
+1,386
| +14% | +$432K | 0.76% | 37 |
|
|
2021
Q1 | $2.92M | Buy |
9,723
+261
| +3% | +$78.5K | 0.71% | 39 |
|
|
2020
Q4 | $2.71M | Sell |
9,462
-47
| -0.5% | -$13.5K | 0.7% | 39 |
|
|
2020
Q3 | $2.11M | Sell |
9,509
-362
| -4% | -$80.2K | 0.66% | 38 |
|
|
2020
Q2 | $2.04M | Sell |
9,871
-590
| -6% | -$122K | 0.71% | 34 |
|
|
2020
Q1 | $1.66M | Buy |
10,461
+1,241
| +13% | +$196K | 0.71% | 37 |
|
|
2019
Q4 | $1.98M | Buy |
+9,220
| New | +$1.98M | 0.72% | 34 |
|