Curtis Advisory Group, LLC Ishares Russell 2000 Gwt ETF Transaction History

Curtis Advisory Group, LLC

$378 Million
Q2 2025

A detailed history of Curtis Advisory Group, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 1,580 shares of IWO stock, worth $512,283. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,580

Previous 1,198 31.89%

Holding current value

$512,283

Previous $306,000 47.39%

% of portfolio

0.12%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$224.16 - $285.86 $85,629 - $109,198	382 Added 31.89%	1,580 $451,000
Q1 2025 May 01, 2025	BUY	$254.58 - $302.92 $24,694 - $29,383	97 Added 8.81%	1,198 $306,000
Q4 2024 Feb 03, 2025	SELL	$278.19 - $315.36 $11,405 - $12,929	-41 Reduced 3.59%	1,101 $316,000
Q3 2024 Nov 05, 2024	SELL	$256.4 - $289.78 $2,564 - $2,897	-10 Reduced 0.87%	1,142 $324,000
Q2 2024 Jul 30, 2024	SELL	$245.29 - $268.7 $17,170 - $18,809	-70 Reduced 5.73%	1,152 $302,000
Q1 2024 Apr 30, 2024	SELL	$239.5 - $270.8 $162,860 - $184,144	-680 Reduced 35.75%	1,222 $330,000
Q4 2023 Jan 29, 2024	SELL	$204.07 - $257.57 $665,472 - $839,935	-3,261 Reduced 63.16%	1,902 $479,000
Q3 2023 Nov 01, 2023	BUY	$221.24 - $254.04 $600,666 - $689,718	2,715 Added 110.91%	5,163 $1.16 Million
Q2 2023 Aug 07, 2023	BUY	$219.8 - $242.66 $108,801 - $120,116	495 Added 25.35%	2,448 $594,000
Q4 2022 Jan 30, 2023	SELL	$205.84 - $231.03 $70,603 - $79,243	-343 Reduced 14.94%	1,953 $418,000
Q3 2022 Nov 08, 2022	BUY	$202.93 - $248.43 $30,439 - $37,264	150 Added 6.99%	2,296 $474,000
Q2 2022 Aug 10, 2022	BUY	$194.2 - $261.13 $220,028 - $295,860	1,133 Added 111.85%	2,146 $443,000
Q1 2022 May 05, 2022	BUY	$234.1 - $296.68 $237,143 - $300,536	1,013 New	1,013 $259,000

Others Institutions Holding IWO

# of Institutions

1,103

Shares Held

33.2M

Call Options Held

45.7K

Put Options Held

26.2K

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About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
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Curtis Advisory Group, LLC Ishares Russell 2000 Gwt ETF Transaction History