Addison Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$212K Sell
2025
Q1
$195K Sell
2024
Q4
$227K Hold
2024
Q3
$224K Hold
2024
Q2
$207K Hold
2024
Q1
$214K Hold
2023
Q4
$199K Hold
2023
Q3
$177K Hold
2023
Q2
$192K Hold
2023
Q1
$179K Hold
2022
Q4
$169K Hold
2022
Q3
$163K Hold
2022
Q2
$163K Hold
2022
Q1
$202K Hold
2021
Q4
$232K Sell
2021
Q3
$261K Hold
2021
Q2
$277K Buy
2020
Q4
$205K Buy