Y-Intercept (HK)’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 | – | Sell |
-4,708
| Closed | -$1.2M | – | 1823 |
|
|
2025
Q1 | $1.2M | Sell |
4,708
-1,166
| -20% | -$298K | 0.08% | 343 |
|
|
2024
Q4 | $1.69M | Buy |
5,874
+5,139
| +699% | +$1.48M | 0.11% | 250 |
|
|
2024
Q3 | $209K | Buy |
+735
| New | +$209K | 0.01% | 1149 |
|
|
2023
Q3 | – | Sell |
-4,654
| Closed | -$1.13M | – | 1319 |
|
|
2023
Q2 | $1.13M | Buy |
+4,654
| New | +$1.13M | 0.12% | 252 |
|
|
2021
Q3 | – | Sell |
-869
| Closed | -$271K | – | 776 |
|
|
2021
Q2 | $271K | Sell |
869
-1,980
| -69% | -$617K | 0.07% | 440 |
|
|
2021
Q1 | $837K | Buy |
+2,849
| New | +$837K | 0.22% | 131 |
|